CPE Catalog & Events
Audits of 401k Plans 26-27
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Webinar
6.00 Credits
Member Price: $259
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
Comprehensive Passive Activity Losses (PAL) 26-27
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Webinar
8.00 Credits
Member Price: $329
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webinar
8.00 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
How to Review Financial Statements 26-27
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Webinar
4.00 Credits
Member Price: $175
Practice reviewing financial statements Financial statement case studies
SSARS Practice Issues and Standards Update 26-27
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Webinar
4.00 Credits
Member Price: $175
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21'performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
Tax Planning for Seniors 26-27
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Webinar
4.00 Credits
Member Price: $175
Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members
Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webinar
8.00 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
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
PFP Update: Income Tax, Retirement and Estate Planning 26-27
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Webinar
2.00 Credits
Member Price: $99
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
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
International Tax Forum - January 2027
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Webinar
1.00 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
How AI Fits into the Accounting World 26-27
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Webinar
2.00 Credits
Member Price: $99
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's Eight Awesome PivotTable Features 26-27
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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
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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Webinar
2.00 Credits
Member Price: $99
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Governmental & Not for Profit Fraud 26-27
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Webinar
4.00 Credits
Member Price: $175
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs
K2's Securing Your Data: Practical Tools For Protecting Information 26-27
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Webinar
4.00 Credits
Member Price: $175
Understanding today's cybersecurity risks Identifying significant cybersecurity risks Implementing specific steps to reduce risk
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
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
Accounting and Auditing Update 26-27
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Webinar
4.00 Credits
Member Price: $175
Review of new accounting standards issued in 2025 and 2026 Applicable changes to accounting for government grants and crypto currency Compilation and review standards and interpretations (SSARS) Auditing standards including a deep dive into the quality management standards
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