CPE Catalog & Events
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Webinar
8.00 Credits
Member Price: $329
ASU effective in 2024 and beyond Recent SAS Selected ethics interpretations
K2's Excel PivotTables For Accountants 26-27
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Webinar
8.00 Credits
Member Price: $329
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query Analytical techniques available in PivotTables
S Corporation (Form 1120S) — Formation to Liquidation 26-27
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Webinar
8.00 Credits
Member Price: $329
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution")
101 Tax Planning Ideas 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Revenue Recognition for Private Entities 26-27
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Webinar
4.00 Credits
Member Price: $175
Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
101 Tax Planning Ideas 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webinar
8.00 Credits
Member Price: $329
Why great predictions are not intuitive How to separate correlation from causation How to recognize and overcome bias Learn from the past without hindsight bias Why the many purposes and types of budgets and projections cause distortions How benchmarking and metrics have changed the budget process
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Webinar
8.00 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Partnership & LLC (Form 1065)—Formation to Liquidation 26-27
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Webinar
8.00 Credits
Member Price: $329
Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
SSARS Codification: Preparation, Compilation and Review 26-27
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Webinar
8.00 Credits
Member Price: $329
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Webinar
8.00 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Partnership & LLC (Form 1065)—Formation to Liquidation 26-27
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Webinar
8.00 Credits
Member Price: $329
Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
SSARS Codification: Preparation, Compilation and Review 26-27
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Webinar
8.00 Credits
Member Price: $329
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Fraud Stories Series January 2027
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Webinar
2.00 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Case Studies in Accounting Fraud 26-27
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Webinar
4.00 Credits
Member Price: $175
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing Review of recent cases involving the same common fraud schemes that have always existed
Preparation, Compilation & Review Services 26-27
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Webinar
4.00 Credits
Member Price: $175
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
AI 101 for CPAs: Core Concepts and Practical Applications 26-27
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Webinar
2.00 Credits
Member Price: $99
ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work What inherent risks are associated with this powerful technology Actionable steps you can take to mitigate the risks Practical examples of how AI can be applied in accounting, auditing, tax and finance services
2026 Business Tax Credits
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Webinar
1.00 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel