CPE Catalog & Events

Fringe Benefit Planning for 2020 and Beyond WEBCAST

An overview of the fringe benefit planning process. Understanding the needs of the business owner. Understanding the needs of the employees. Options under IRC Section 132 fringe benefit plans. When to use a cafeteria plan. Tax rules regarding timing of income and deductions in cash compensation planning. Tax implications of dependent care and educational assistance plans. How a flexible spending account plan works. Design features of a group term life insurance plan. Regulations when using medical savings accounts. Various options to financing retiree medical benefits. Comparison of health care benefits under an insured plan versus an HMO. Detailed overview of major ERISA reporting and disclosure requirements. Understanding of IRC common control rules. Overview of age and sex discrimination rules.

K2’s Best Word, Outlook, and PowerPoint Features

K2’s Building a Cutting Edge Virtual Office

K2’s Case Studies in Fraud and Technology Controls

K2’s Emerging Technologies, Including Blockchain & Cryptocurrencies

K2’s Ethics and Technology

K2’s Everything Google! Their Most Effective Tools, Apps, and Services

CFO Series Preparing for Change WEBCAST

Change is continuous, but why do we fight change? Why do we not notice the volume and rate of change? Why are we so surprised by change? What steps we can take to adapt to change? Why is the human brain programmed ignore change? Examples of how the rate of change has changed. Examples of the many changes in Accounting. How to enhance your adaptability so you can thrive in a world of change? How turnover is an issue? What are the most common causes? How can we do a better job of preventing `problem' employees? How to have an effective discussion to end to the relationship? How to develop a customized plan for each unique situation? A fifteen-step action plan to use - for you and for the employee. How to build a flexible budget model that works? How the right Chart of Accounts can simply your work? How to build a volume sensitive model? Budgeting to GAAP and for the Board to understand. Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense. Using key variables to stress-test your budget. Understanding core personality types. Learning what type of person you are? Managing and coping with the budget team. Effectively dealing with the A, B, C and other players? Connecting through disconnection.

FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide WEBCAST

Private company standard setting activities, FASB Accounting Standards Updates (ASUs) relevant to smaller businesses, Revenue recognition implementation guidance, Lease accounting implementation guidance, Overview of recent FASB Updates on financial. instruments

Advanced Income Tax Accounting WEBCAST

FASB ASC 740, Comparison of FASB ASC 740 to IAS 12, Intra-period tax allocation. Business combinations.

Advanced Taxation LLCs & Partnerships WEBCAST

Allocation of partnership and LLC income under Section 704(b). Allocations with respect to contributed property. Allocation of partnership recourse liabilities under Section 752. Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b). Advanced distribution rules. Adjustments to the basis of partnership/LLC assets. Sale of an interest in a partnership or LLC.

Reviewing Individual Tax Returns: What Are You Missing? WEBCAST

Common errors made involving the following tax forms: Passive-activity losses, Qualified business income deduction, Home office, Schedule C activity and hobby losses, Business startups and deductions, Automobile expenses, Alimony. Discharge of debt.

Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST

Common errors made involving the following tax forms: Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562, Form 4797, And More!

CFO Series 360 Degree Budgeting WEBCAST

What are the flaws in the budgeting process? Does your budget need an overhaul or just a tune up? What are the steps we can take to budget for economic and external factors beyond our control? Understanding your own leadership tendencies and applying them to your strengths? How to make the budget flexible Using traits of the balanced scorecard approach to apply to your budgeting. Common budgetary problems and discussion of solutions 12 steps towards a better budget and maybe even a better you. How to build a flexible budget model that works? How the right Chart of Accounts can simply your work. How to build a volume sensitive model? Budgeting to GAAP and for the Board to understand. Efficiently modeling payroll and benefits. Identifying controllable and uncontrollable expense. Using key variables to stress-test your budget. Understanding core personality types. Learning what type of person you are? Managing and coping with the budget team. Effectively dealing with the A, B, C and other players? Connecting through disconnection. Identifying the `Big Picture' and your role in communication. Communicating so others can understand us. Understanding a presentation's anatomy? Tips and tricks for budget presentations.

Working Paper Documentation WEBCAST

Source of data for tax adjustments from books, Authority documentation, Case studies - good and bad workpapers

Project Management for Small and Medium-Sized Enterprises WEBCAST

Project management is a way of thinking and managing, Identifying project needs and objectives, and deliverables, Project feasibility evaluation, Life cycle of a project, What causes projects to fail, Establishing the project scope and preventing "project creep" Closing the project, Measuring project success.

Project Management: Tips, Tricks, and Traps WEBCAST

Contrasting project management with operations management, Reviewing organizational culture and how it applies to project management, The various types of project management including Agile, Scrum, Waterfall, Critical path, and others, Looking at risk management software and its application in different types of project management, Managing and leading project management stakeholders.

Performing an Effective Audit Risk Assessment WEBCAST

Audit process and planning, Setting materiality, Assessing the risk of material misstatement and the design and implementation of internal controls, Assessing the impact on the assessment of internal controls in a changing work environment, Designing procedures to test the effectiveness of controls, Designing procedures to perform substantive procedures, Challenges in performing audit procedures in a virtual environment, Performing and evaluating interim and year-end tests of control and substantive procedures Final audit procedures and wrap up.

Annual Tax Update: Corporations and Pass-Through Entities WEBCAST

Latest changes to federal tax statutes, regulations, cases, and rulings for pass-through entities and C Corporations, Passive loss, at-risk and basis developments for flow-through entities, The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members, New developments in the capitalization versus expense debate, Property transactions: depreciation and amortization, gains and losses, Planning for the use of nontaxable transactions to defer tax liability, Accounting methods and periods, Compensation issues: fringe benefits, pensions, and profit-sharing plans, Practical, time-saving return preparation tips from leading tax practitioners, Late-breaking tax legislation.

Form 990: Best Practices for Accurate Preparation WEBCAST

Form 990 filing requirements, Form 990 preparation sequencing and how to pull together necessary data, Keys to getting Form 990 preparation correct the first time, Addressing presence of related organizations, Identification of managers and measurements of their compensation, Form 990 versus books-and-records financial statement detail, Disclosures of governance inputs and Boards' employ of policies.