CPE Catalog & Events
Organizational Effectiveness and Communication
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Webinar
1.00 Credits
Member Price: $39
Communication
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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Webinar
2.00 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
Awesome Business Lessons from the Past: Learn from the Best!
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Webinar
2.00 Credits
Member Price: $79
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
ChatGPT and Advanced Policy Manual Development for ACCTs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 25-26
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Webinar
2.00 Credits
Member Price: $99
How to Identify a Complex Trust and the Complications that Arise with Complex Trusts The Importance of Recognizing the Tier System used by Complex Trusts The Advantages and Requirements of the 65-day Rule Special Issues Related to the Charitable Contribution Deduction Use of a Checklist for Complex Trusts
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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Webinar
2.00 Credits
Member Price: $79
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Key Tax Issues for Individual Taxpayers
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Webinar
2.00 Credits
Member Price: $79
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
K2's Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $129
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
The Art of Marketing for CPAs
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Webinar
2.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Fiduciary Accounting for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Real Estate Taxation 25-26
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Webinar
8.00 Credits
Member Price: $329
California property taxation updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Estate and Financial Planning for the Older Client
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Webinar
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Supervision/Management Competencies: An Ethical Approach
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Webinar
1.20 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
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
K2's Accounting Automation
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Webinar
1.00 Credits
Member Price: $39
Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts
Business Intelligence (BI) and Business Analytics (BA)
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Webinar
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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Webinar
2.00 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
Taxation of Judgements and Settlements
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Webinar
2.40 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.