CPE Catalog & Events
Retirement Penalties and Rollover Issues 26-27
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Webinar
2.00 Credits
Member Price: $99
What the IRS knows: Forms 1099R and 5498 Exceptions to the ten percent penalty Secure 2.0 changes to the late payment penalty History of the 60-day Rule and Recent Developments Rulings and self-certification Form 5329 use and strategies
ABC Trust Planning and the Portable Exclusion 26-27
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Webinar
8.00 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Federal Tax Update: Individual Form 1040 26-27
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Webinar
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
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
ABC Trust Planning and the Portable Exclusion 26-27
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Webinar
8.00 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Federal Tax Update: Individual Form 1040 26-27
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Webinar
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
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
Federal Tax Update: Business Comprehensive 26-27
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Webinar
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webinar
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Not-For-Profit Organizations: Financial Overview 26-27
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Webinar
3.00 Credits
Member Price: $139
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Federal Tax Update: Business Comprehensive 26-27
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Webinar
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webinar
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Staff Retention: Attract and Keep the Best People 26-27
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Webinar
4.00 Credits
Member Price: $99
What a massive Gallup study says is the most important factor in employee retention Hear the logical reasons why professionals leave?
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Webinar
4.00 Credits
Member Price: $99
Valuing businesses Negotiate the right price Understand the keys to effective and efficient due diligence Prepare and review agreements Plan and execute an effective integration Key considerations when selling a business
How Fraud Can Affect Smaller Organizations 26-27
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Webinar
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
K2's Improving Productivity with Microsoft 365 Cloud Tools 26-27
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Webinar
4.00 Credits
Member Price: $175
Understanding the Cloud-based options available in a Microsoft 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
Income Statement Disaggregation: ASC 240-40 26-27
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Webinar
2.50 Credits
Member Price: $99
Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance
K2's Artificial Intelligence for Accounting & Finance Professionals 26-27
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Webinar
4.00 Credits
Member Price: $175
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
Practical Accounting Update 26-27
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Webinar
4.00 Credits
Member Price: $175
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
OCBOA Case Studies 26-27
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Webinar
8.00 Credits
Member Price: $329
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities