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CPE Catalog & Events

Conferences/UACPA Classes 54 Chapter/Special Events 8 Ethics 3014 Webinars 24162 OnDemand/Self Study 145 All 27384

Showing 24162 Webinars Results

Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle

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Webinar

2.00 Credits

Member Price: $79

Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents

The New Quality Management Standards - What Everyone Needs to Know

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Webinar

2.00 Credits

Member Price: $79

Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted 

Ethical Standards in Tax Practice: Circular 230 and Compliance

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Webinar

2.00 Credits

Member Price: $79

Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements

Schedule K-1: What is it & What Do I Do with It?

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Webinar

2.00 Credits

Member Price: $79

Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance

How Fraud Can Affect Smaller Organizations

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Webinar

4.00 Credits

Member Price: $149

The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

K2's Paperless Office

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Webinar

8.00 Credits

Member Price: $225

The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes

Comprehensive Estate Planning: Administration & Postmortem Strategies

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Webinar

8.00 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

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Webinar

8.00 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

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Webinar

4.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

Mastering IRS Form 7217: Partnership Property Distributions

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions

Partnership Property Distributions and the New Form 7217

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Webinar

1.00 Credits

Member Price: $29

Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions

Thinking Like an Auditor When Preparing Your Financial Statements

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Webinar

2.00 Credits

Member Price: $79

Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks

Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs

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Webinar

2.00 Credits

Member Price: $79

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

Supporting Mental Wellness to Thrive in Work and Life

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

K2's Mastering Advanced Excel Functions

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Webinar

4.00 Credits

Member Price: $129

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel

Basic Individual Taxation Course

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions

The Radar Phenomenon

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Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

Cryptocurrency Transactions: Navigating Federal Tax Rules

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Webinar

1.00 Credits

Member Price: $29

Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example

Productivity Hacks for Working Remote

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Webinar

1.20 Credits

Member Price: $39

Virtual Work Remote Work Telecommuting Flexible Work Options

Businesses Receiving Government Assistance

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Webinar

2.00 Credits

Member Price: $79

What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions