CPE Catalog & Events

Guiding Clients Through Franchise Research

Using the FDD to gather pertinent financial information to begin the analysis Using a franchisor-provided or other template to form the basis of a proforma Techniques for interviewing franchisees to glean critical financial data in order to complete the proforma

AICPA Town Hall Series (Rebroadcast of 5/15/2025)

Status update Current Treasury guidance Top questions related to the CARES Act and PPP AICPA resources & tools update

Installment sales: Maximize Tax Benefits and Stay Compliant

The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture

Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?

Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT

K2's 2023 The Best Kept Secrets Of Microsoft 365

New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use

Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?

Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules

Surgent's The CMA's Guide to Project Management

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Understanding Apportionment for a Multistate Business 25-26

Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment

The Seven High Quality Questions that Lead to Success & Solutions

Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models  

K2's 2024 AI Confidential - Privacy And Artificial Intelligence

Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online

K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology

Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Surgent's Raising Financially Capable Children

Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud

New Mergers & Acquisitions: Tricks, Traps, & Terrors

Business Management Organization

Forensic Accounting: Investigating Divorce Cases

The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court

Create Paginated Reports with Power BI Report Builder

The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

K2's 2024 Better Reporting With QuickBooks Online

The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced

K2's 2024 Effective Automation And Outsourcing

Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments

Business Communication Essentials (Dynamic Communication in the Workplace)

Communication Feedback Management Leadership

Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team