CPE Catalog & Events
Collaborative Communications: Working with Diverse Styles
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Webinar
2.50 Credits
Member Price: $89
Communications
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Webinar
4.00 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Coping With the Growth of Online Fraud
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Webinar
4.40 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Accounting Fraud 2024
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Webinar
8.00 Credits
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Passive Activities & Rental Real Estate Income Tax Issues 2024
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Webinar
8.00 Credits
Detailed coverage of the passive activity rules under IRC 469 (and related regulations), how the 3.8% net investment income tax under 1411 and qualified business income (QBI) deduction under 199A applies to rentals and passive activities, and what is a trade or business rental is under 162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under 1402
K2's 2023 QuickBooks for Accountants
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Webinar
8.00 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
K2's 2023 Excel PivotTables for Accountants
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Webinar
8.00 Credits
Member Price: $225
Creating PivotTable Reports PivotTables using grouping techniques Data Models Consolidation PivotTables Power Pivot and Slicers GETPIVOTDATA function
Audit 207: Sampling - Avoiding Common Mistakes on Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of sampling and sampling riskDifferentiating statistical and nonstatistical sampling approachesAttribute testing for tests of controls and complianceVariables sampling for substantive audit assurance when performing tests of detailsDetermining sample sizes in a compliance audit in conformance with Uniform Guidance
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Webinar
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Negotiation Strategy: What to do Before, During and After
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Webinar
1.80 Credits
Member Price: $69
negotiation
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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Webinar
2.00 Credits
Member Price: $79
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query
Self-Rental Real Estate: Passive Activity & Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients
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Webinar
2.00 Credits
Member Price: $79
Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election How to calculate the DSUE amount Making the portability election Who can and cannot elect portability Review the requirements for completing form 706 when electing portability Making a late election and IRS Section 9100 relief How to opt-out of the election and hazards of not making the election for the client and practitioner Determining the “last deceased spouse” for making the election IRS examination issues when making the election Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes Use of QTIPs and QDOTs A look at state death tax issues
Become Rich Without Selling Your Soul
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Webinar
4.00 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
2024 Practical Ethics and Circular 230 Compliance for CPAs
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Webinar
4.00 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
K2's 2023 Technology For CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
AICPA A&A Focus (6/12/2024)
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Webinar
1.00 Credits
The A&A landscape today New and emerging areas of service Solutions to timely or complex issues Technical accounting, auditing and assurance information Resources and tools update
MBAexpress: The Art of Effective Writing - V 2.0
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Webinar
1.00 Credits
Member Price: $71
Formatting words for readability Making your point Active writing versus passive writing Choosing words for understandability Using emoticons and punctuation Bad writing examples
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
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Webinar
1.00 Credits
Member Price: $39
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey