CPE Catalog & Events
The Preparation of Form 709 - Line-by-Line
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Webinar
2.00 Credits
Member Price: $79
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Create Visuals in Power BI to Successfully Analyze Data
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Estate Planning for Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Navigating IRS Collections: Overview of Form 433 & OIC
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines.When to use Forms 433-A or 433-B and required documentation.Offer in Compromise (OIC): criteria, process, and practical considerations.Payment options: installment agreements, partial payment plans, and OIC.Advising clients on IRS collections and avoiding penalties.Compliance strategies for minimizing tax liabilities.Real-world scenarios and examples for tax debt resolution.
Five Ways to Improve Your Leadership Skills
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Webinar
1.00 Credits
Member Price: $39
Leadership Self-awareness Communication Delegation Empowerment
Preparing for & Conducting Discharge Meetings
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Webinar
1.00 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
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Webinar
1.00 Credits
Member Price: $39
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey
Productivity Hacks for Working Remote
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Webinar
1.20 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Webinar
1.00 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
Powerful Public Speaking
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Webinar
1.50 Credits
Member Price: $39
Communications
Understanding and Preventing Budget Calamities
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2025 Single Audit Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Ethical Performance Management
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Officer Compensation Audits: What It Is and How to Defend It
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Webinar
2.00 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Business Ethics: Cases from the Real World
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Webinar
4.00 Credits
Member Price: $129
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
Controls to Secure the Growing Digital Footprint
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
K2's Technology For CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Ethics of AI: A CPA's Guide
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
The Value of Conflict
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Webinar
1.00 Credits
Member Price: $39
Conflict resolution
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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Webinar
1.00 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership