CPE Catalog & Events
The Psychology of Fraud
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Webinar
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Webinar
1.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Leading Up: The Superpower Every Ascending Leader Needs
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Webinar
2.00 Credits
Member Price: $79
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
Navigating IRS Collections: Overview of Form 433 & OIC
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include: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.
Fraud Case Studies: Professional Misbehavior in the 21st Century
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Webinar
2.00 Credits
Member Price: $129
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
Small Business Risk Avoidance
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Webinar
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
ChatGPT Bootcamp for CPAs with John Higgins
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
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Webinar
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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Webinar
1.60 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Webinar
1.00 Credits
Member Price: $79
The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously
International Tax Treaties
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Webinar
2.00 Credits
Member Price: $79
Tax treaties Tax impact of cross-border transactions
Mergers and Acquisitions: Complete Guide to Relevant Issues
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Webinar
2.00 Credits
Member Price: $79
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
Partnership Tax Updates (2025)
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements.
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
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Webinar
4.00 Credits
Member Price: $129
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Webinar
8.00 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Using e-Signature Software to Process Agreements-Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
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
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webinar
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Webinar
1.20 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.