CPE Catalog & Events
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
K2's Top PDF Features You Should Know 26-27
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Webinar
1.00 Credits
Member Price: $55
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
Accounting and Auditing Update 26-27
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Webinar
4.00 Credits
Member Price: $175
Review of new accounting standards issued in 2025 and 2026 Applicable changes to accounting for government grants and crypto currency Compilation and review standards and interpretations (SSARS) Auditing standards including a deep dive into the quality management standards
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webinar
4.00 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Fraud—How to Find, How to Prevent 26-27
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Webinar
4.00 Credits
Member Price: $175
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
K2's Data Analytics For Accountants And Auditors 26-27
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Webinar
4.00 Credits
Member Price: $175
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
Google Gemini Deep Dive Hands-on Bootcamp for CPAs 26-27
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Webinar
2.00 Credits
Member Price: $99
Getting started with Gemini Tour of the Gemini app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Google Gemini Advanced Gemini features review Integration with Google apps Subscription plan options
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Webinar
8.00 Credits
Member Price: $329
Emerging technologies all business professionals should know Considerations associated with upgrading to a newer version of Windows and why that might be advised Practical options for protecting your data New features in commonly used applications such as Excel and Adobe Acrobat DC
26-27 FASB and AICPA Update (ASU, SAS, Ethics)
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Webinar
4.00 Credits
Member Price: $175
FASB ASU with effective dates of 2025 and later SAS 149 and recent Exposure Drafts Recent ethics interpretations Stablecoin and Other Digital Assets
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Webinar
6.00 Credits
Member Price: $259
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Webinar
8.00 Credits
Member Price: $329
Emerging technologies all business professionals should know Considerations associated with upgrading to a newer version of Windows and why that might be advised Practical options for protecting your data New features in commonly used applications such as Excel and Adobe Acrobat DC
Tax Talks January 2027
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Webinar
1.50 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters