CPE Catalog & Events
2025 Annual Update for Governmental Accountants & Auditors
-
Webinar
3.00 Credits
Member Price: $189
Single Audit Updates Auditing & Accounting Yellowbook
K2's Excel Best Practices
-
Webinar
8.00 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Partnership & LLC (Form 1065) - Formation to Liquidation
-
Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis
-
Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the partner/member’s outside basis Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Calculating the tax and §704(b) book capital accounts Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of “hot assets” Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)
Estate and Financial Planning for the Older Client
-
Webinar
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
ACPEN Signature 2026: S Corporations Update
-
Webinar
8.00 Credits
Member Price: $250
Making the S election. Per share per day accounting rules. Revenue procedures for curing various errors that can adversely affect S status. Regulatory safe harbors for routine commercial agreements. Employment tax issues.
AI & You
-
Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
K2'S Privacy Issues And Solutions - What You Need to Know!
-
Webinar
1.00 Credits
Member Price: $39
The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print
The Controllership Series - The Controllers Role in Financial Forecasting
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance
K2's Small Business Accounting Solutions And Add-Ons
-
Webinar
2.00 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
26-27 FASB and AICPA Update (ASU, SAS, Ethics)
-
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
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
Spring Tax Update for Individuals with Steve Dilley
-
Webinar
4.00 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
Financial Statement Analysis 26-27
-
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
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
K2's Excel PivotTables For Accountants 26-27
-
Webinar
8.00 Credits
Member Price: $329
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query Analytical techniques available in PivotTables
New PCAOB Quality Control Standard Overview
-
Webinar
2.00 Credits
Member Price: $79
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
KPI Bootcamp for Small Businesses
-
Webinar
5.00 Credits
Member Price: $159
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
Tax Power Ethics for Tax Professionals
-
Webinar
2.00 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Global Internal Audit Standards (GIAS) Domain V - Part 1
-
Webinar
1.00 Credits
Member Price: $79
Internal Audit Internal Controls Standards Institute of Internal Auditors