CPE Catalog & Events
101 Tax Planning Ideas 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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Webinar
8.00 Credits
Member Price: $329
An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Webinar
8.00 Credits
Member Price: $329
Emerging technologies all business professionals should know Considerations associated with upgrading to a newer version of Windows and why that might be advised Practical options for protecting your data New features in commonly used applications such as Excel and Adobe Acrobat DC
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
2026 Business Tax Credits
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Webinar
1.00 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Basic Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Financial Statement Analysis 26-27
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Webinar
8.00 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Retirement Distributions: Planning Options 26-27
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Webinar
8.00 Credits
Member Price: $329
Roth IRA: The right choice" Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not" Self-directed IRA investment problems
Basic Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Financial Statement Analysis 26-27
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Webinar
8.00 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Retirement Distributions: Planning Options 26-27
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Webinar
8.00 Credits
Member Price: $329
Roth IRA: The right choice" Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not" Self-directed IRA investment problems
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
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Webinar
2.00 Credits
Member Price: $99
The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
International Tax Forum - November 2026
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Webinar
1.00 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Preparing Quality of Earnings Analysis 26-27
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Webinar
3.00 Credits
Member Price: $139
Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 26-27
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Webinar
2.00 Credits
Member Price: $99
Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities The 65-day Rule and Election Under IRC Sec. 663(b) Special Rules for Specific Bequests under IRC Sec. 663(a) Alternative Minimum Tax for Trusts & Estates AMT Bracket Rates and Exemption for Fiduciary Entities Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL)
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
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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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
26-27 FASB and AICPA Update (ASU, SAS, Ethics)
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Webinar
4.00 Credits
Member Price: $175
FASB ASU with effective dates of 2025 and later SAS 149 and recent Exposure Drafts Recent ethics interpretations Stablecoin and Other Digital Assets
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webinar
2.00 Credits
Member Price: $99
Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work