CPE Catalog & Events

Critical Issues That CPAs in Industry Will Need to Face This Year

Recently issued FASB Accounting Standards update, Leases -- ASC 842 CECL - ASC 326, Food, beverage, and entertainment expensing, Ins and outs of Health Savings Accounts (HSAs)

Current Developments and Best Practices for Today's CFOs and Controllers

Economic update, Leadership and management changes as a result of the pandemic, Expense control that works, Understanding our changing workforce and working environment, Financial risk analysis, Enterprise risk management, Metrics and benchmarking, Improving bank relationships and borrowing

Defining Where and Why Internal Controls are Needed

Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.

Business & Industry Conference (In Partnership with Colorado Society of CPAs)

Guide to Payroll Taxes and 1099 Issues

Statutory employees, independent contractors, and possible changes to Schedule 530 relief, Using SS-8, Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Update on latest cases, rulings, and regulations including the final regs, Legislative update on retirement plan changes of the SECURE Act 2.0, How to handle liabilities of LLCs, Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more, Section 199A pass-through deduction planning, Partnership planning -- Structuring partnership distributions and transfers of interests, Optional basis adjustments -- Schedules 754 and 732(d), Planning for the utilization of Schedule 179 and for the scheduled phase out of bonus depreciation beginning in 2023, Basis, distribution, redemption, and liquidation issues of S corporations, Compensation in S corporations, Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning, Partnership and LLC allocations, A brief look at possible future changes to the taxation of pass-through entities

K2’s Microsoft Teams

• Understanding the Teams platform• Communicating and collaborating in Teams• Adding applications and services to Teams• Extending Teams to individuals outside your organization

Preparing Individual Tax Returns for New Staff and Paraprofessionals

New and expanded energy credits under the Inflation Reduction Act (IRA), Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms, Coverage of Form 7203, Coverage of Schedule 199A qualified business income, its calculation, limitations, and examples, Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc., Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues, Self-employed person issues, Schedule C deductions including depreciation, Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains, A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms, Itemized deductions - A thorough understanding of what's deductible and what's not, Interest deductions - Limitations and timing problems, Charitable contributions substituting for taxes, IRS says - No! Retirement contributions and education credits and deductions, Tax computations - The Kiddie Tax, AMT, regular tax, tax credits, Individual problems illustrated by form preparation for various items, with numerous "practice tips", Impact of recent legislation and forms changes on the 1040

K2’s Securing Your Data: Practical Tools For Protecting Information

• Understanding today’s cybersecurity risks• Identifying major cybersecurity risks• Implementing specific steps to reduce risk

K2’s Small Business Accounting Shootout

• Understanding the small business accounting landscape• Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues• Create investment estimates for acquiring and implementing a new small business accounting solution

K2’s Technology Update

• Developments in hardware and software• Options for communicating and collaborating more effectively• Addressing cybersecurity issues

K2’s Testing And Auditing Excel Workbooks

• Examples of common errors found in Excel workbooks• How to reduce Excel errors• Add-in solutions that can minimize spreadsheet error risk

Hot IRS Tax Examination Issues for Individuals and Businesses

Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft, Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, and virtual currency considerations, Gain an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate, Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty, Understanding IRS Audit Techniques Guides and Compliance Campaigns, Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are