CPE Catalog & Events
Advanced Staff Tax Training: Individual 26-27
-
Webinar
8.00 Credits
Member Price: $329
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
-
Webinar
8.00 Credits
Member Price: $329
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Preparation, Compilations and Reviews—A Practical Workshop 26-27
-
Webinar
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Preparation, Compilation & Review Services 26-27
-
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
K2's Eight Awesome PivotTable Features 26-27
-
Webinar
2.00 Credits
Member Price: $99
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
K2's Harnessing ChatGPT 26-27
-
Webinar
1.00 Credits
Member Price: $55
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
-
Webinar
2.00 Credits
Member Price: $99
Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart Authorities & Disciplines in Fiduciary Accounting & Taxation Fiduciary Tax Rates and Brackets Introduction to Subchapter J 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates Use of a Tax Spreadsheet
PFP Update: Investment Planning in This New Era 26-27
-
Webinar
2.00 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
-
Webinar
4.00 Credits
Member Price: $99
Case studies and participant discussions will highlight these cash management issues: Manage cash electronically Encourage customers to pay faster Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Clarifying Risk Assessment - SAS 145 and Beyond 26-27
-
Webinar
4.00 Credits
Member Price: $175
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Closely Held Business Owner Financial Planning Opportunities 26-27
-
Webinar
2.00 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27
-
Webinar
2.00 Credits
Member Price: $99
Review the Basic Concept of Fiduciary Duty Review the Basic Concept of Fiduciary Accounting Use of a Diagram to Distinguish Income and Principal Calculating Fiduciary Accounting Income Requirements of a Simple Trust Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
Federal Tax Update: Individual Form 1040 26-27
-
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
Fundamentals of 1031 Exchanges 26-27
-
Webinar
8.00 Credits
Member Price: $329
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
K2's Excel Essentials For Staff Accountants 26-27
-
Webinar
8.00 Credits
Member Price: $329
Best practices for creating and working with Excel workbooks The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Preparation, Compilation and Review Issues - Highlights 26-27
-
Webinar
2.00 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
Accounting and Auditing for the Construction Industry 26-27
-
Webinar
4.00 Credits
Member Price: $175
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications
Federal Tax Update: Individual Form 1040 26-27
-
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
Fundamentals of 1031 Exchanges 26-27
-
Webinar
8.00 Credits
Member Price: $329
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
K2's Excel Essentials For Staff Accountants 26-27
-
Webinar
8.00 Credits
Member Price: $329
Best practices for creating and working with Excel workbooks The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks