CPE Catalog & Events
K2's Excel Best Practices
-
Webinar
10.00 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
K2's Accounting Automation
-
Webinar
3.00 Credits
Member Price: $39
Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts
Was It Fraud or Just Poor Audit Quality?
-
Webinar
3.60 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Business Intelligence (BI) and Business Analytics (BA)
-
Webinar
4.00 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
Just Ask Why - Searching for Answers: Generating Solutions
-
Webinar
6.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
K2's Accountant's Guide To QuickBooks Online
-
Webinar
6.00 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
Benford's Law and Other Digital Analysis Techniques
-
Webinar
3.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Crypto, Blockchain and Taxes
-
Webinar
3.00 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Tax Power Ethics for Tax Professionals
-
Webinar
4.00 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
The Three Million Dollar Ribbon
-
Webinar
3.00 Credits
Member Price: $79
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Self-Rental Real Estate Passive Activity Rules
-
Webinar
4.00 Credits
Member Price: $79
Definition of self-rental property - both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
Practical Ethics and Circular 230 Compliance for CPAs and EAs
-
Webinar
6.00 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Optimize Your Staff's Performance
-
Webinar
6.00 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Tax Season Update for Individuals with Steve Dilley
-
Webinar
4.00 Credits
Member Price: $225
Update and integration of recent tax legislation impacting 2025 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2026 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
K2's Accounting Solutions And Add-Ons For Small Businesses
-
Webinar
4.00 Credits
Member Price: $79
Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions
Expand Your Analytical Toolbox More Tools for Success
-
Webinar
6.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Webinar
10.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
A Practical Guide to Trusts
-
Webinar
10.00 Credits
Member Price: $245
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
K2's Advanced Excel
-
Webinar
6.00 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's Harnessing ChatGPT - Unlocking Professional Efficiency
-
Webinar
3.00 Credits
Member Price: $39
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks