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CPE Catalog & Events

Conferences/UACPA Classes 119 Chapter/Special Events 7 Ethics 2607 Webinars 20045 OnDemand/Self Study 799 All 23578

Showing 119 Conferences/UACPA Classes Results

Strategies in Charitable Giving: Financial and Estate Planning Techniques

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Webinar

8.00 Credits

Member Price: $280

Charitable gift annuities and their use in planning, Life insurance mechanisms for charitable giving, Charitable remainder trusts (CRATs and CRUTs), Charitable lead trusts and advanced planning strategies, Role of community and private foundations in charitable planning, Retirement plan gifts, including IRAs for charitable donations, Donor-advised funds and pooled income funds, Testamentary gifts and their strategic significance, Conservation and fa‡ade easements, Supporting organizations and their role in charitable planning,.

K2’s Microsoft 365/Office 365 - All the things You Need to Know

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Webinar

8.00 Credits

Member Price: $275

• Understanding the Microsoft 365/Office 365 subscription model• Working with vital 365-based apps and services• Using Teams as your primary collaboration tool• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription

K2’s Small Business Internal Controls, Security, and Fraud Preventionand Detection

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Webinar

8.00 Credits

Member Price: $275

• Common challenges associated with implementing appropriate internal controls in small business environments• Fraud in small business environments• Internal control options in small business accounting software• Understanding the need for application controls and general controls

K2’s Excel Charting And Visualization

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Webinar

4.00 Credits

Member Price: $180

• Understanding the best types of visualizations to use in specific situations• Creating compelling visualizations using Excel• Adding interactivity to your Excel-based visualizations

K2’s Best Word, Outlook, And PowerPoint Features

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Webinar

4.00 Credits

Member Price: $180

• Creating Word and PowerPoint documents with greater ease and efficiency• Enabling critical Outlook options for improved productivity• Best practices for working with Word, Outlook, and PowerPoint

Social Security and Medicare: Planning for You and Your Clients WEBCAST

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Webinar

8.00 Credits

Member Price: $280

Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.

K2’s Microsoft Teams

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Webinar

4.00 Credits

Member Price: $180

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

K2’s Artificial Intelligence For Accounting And Financial Professionals

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Webinar

4.00 Credits

Member Price: $180

• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22

K2’s Advanced QuickBooks Tips And Techniques

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Webinar

4.00 Credits

Member Price: $180

• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when working in QuickBooks environments• Tips for cleaning up QuickBooks and QuickBooks Online instances• Managing inventory more effectively when working with QuickBooks and QuickBooks Online

K2’s Case Studies In Fraud And Technology Controls

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Webinar

4.00 Credits

Member Price: $180

• Key fraud risks impacting businesses today• Examples of fraud and the monetary impact on victims• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

Advanced Integrated Planning: Mastering Estate, Financial,and Asset Protection Strategies

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Webinar

4.00 Credits

Member Price: $185

Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerationsQualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.

Maximizing Your Social Security Benefits WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

K2’s Excel Essentials for Staff Accountants

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Webinar

8.00 Credits

Member Price: $250

• Best practices for creating and working with Excel workbooks• Effectively using Excel functions when creating formulas• The importance of PivotTables in modern reporting environments• Best practices for formatting your workbooks

How AI Fits into the Accounting World

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Webinar

2.00 Credits

Member Price: $105

The topics discussed in this session include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.

K2's Excel Tips, Tricks, and Techniques for Accountants

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Webinar

8.00 Credits

Member Price: $250

• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel

K2’s QuickBooks For Accountants

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Webinar

8.00 Credits

Member Price: $250

• New features in QuickBooks Desktop and Online• Enhancing internal controls in QuickBooks-based environments• Improving financial and operational reporting when using QuickBooks and QuickBooks Online• Best practices for setting up companies

Accounting and Auditing Update for Not-for-Profits

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Webinar

8.00 Credits

Member Price: $270

Not-for-profit accounting update, Revenue recognition in not-for-profits, FASB update, Auditor's report and conforming changes, Auditing Standards Board update, Ethics update, SQMS No. 1, A Firm's System of Quality Management, Governmental auditing update

Forensic Accounting: Fraud Investigations

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Webinar

8.00 Credits

Member Price: $270

Evidence in the investigative proces, Tools used in forensic investigations, Conducting interviews, Forensic accounting reports, Expert witness testimony

Audits of Employee Benefit Plans Subject to ERISA

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Webinar

8.00 Credits

Member Price: $270

Audit planning and pre-engagement activities, Risk assessment, including consideration of internal control, Auditing the statement of net assets available for benefits, Auditing the statement of changes in net assets available for benefits, Other auditing considerations, including prohibited transactions and tax compliance, The auditor's report, Financial statement disclosures, Supplemental schedules

The Needed Focus on Cyber-Security

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Webinar

2.00 Credits

Member Price: $105

The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.