CPE Catalog & Events

The Most Critical Challenges in Governmental Accounting Today WEBCAST

Lessons learned (and lessons remaining) from the implementation of GASB No. 84, Fiduciary Activities, How governments can prepare for and implement GASB No. 87, Leases, Additional recently issued GASB standards.

CFO Series Fine Tune Your Finances WEBCAST

We believe that we have "squeezed every penny we can," and optimized performance, but have we? This event will review some overlooked tactics to increase profitability and improve cash management.

Accounting and Auditing Update for Small Businesses WEBCAST

Performing Preparation, Compilation, and Review Engagements WEBCAST

Definition of an engagement to prepare financial statements, Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements, Difference between compilation and preparation engagements, What constitutes a compilation engagement and for what type of entities compilations can be performed, What constitutes a review engagement, Changes in level of service.

Integrated Estate, Financial, and Asset Protection Planning - A Breakthrough Approach WEBCAST

Initiating a "total plan" (in a nutshell) Managing risk within the total plan, Life insurance-needs analysis and tax concepts Tax benefits in education planning, Planning for disability, Basic issues in planning for death, Planning for IRA and qualified plan distributions Estate/financial/asset protection intake issues.

Revenue Recognition: Determining and Allocating the Transaction Price WEBCAST

K2's Excel Best Practices WEBCAST

Design fundamenals, Data imput errors, Excel features, Error-checking

The Best Estate and Financial Planning Topics of 2022 WEBCAST

The uncertainty of estate and gift tax planning, Common mistakes made by clients in estate and financial planning, The modern era of domicile-related issues in tax, financial, and estate planning, Issues in charitable planning, The proper use of split-interest trusts, Sophisticated insurance concepts, The need for proper IRA distribution planning, Special planning issues for the older client, "What is next?"

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST

ERISA compliance: employee welfare plans and qualified plans, Fringe benefit issues: COBRA, Family and Medical Leave Act, and what is new in health care, Health care plans: HRAs, HSAs, and other employer-sponsored plans , Qualified plan requirements: eligibility, coverage, and vesting.

K2's 2022 Technology Seminar WEBCAST

Technology. Excel.

U.S. GAAP: Review of New Guidance and Hot Topics WEBCAST

Financial accounting and reporting topics impacted by guidance recently issued or effective in the near term (such as leases and revenue recognition), Review of significant accounting and reporting topics, Overview of FASB ASC 326, Overview of FASB ASC 606, Overview of FASB ASC 820, Overview of FASB ASC 842

Guide to Payroll Taxes and 1099 Issues WEBCAST

Statutory employees, independent contractors, and possible changes to Schedule 530 relief, Using SS-8, The CARES Act and employer responsibilities for Form 941, Payroll Tax Penalties -- Who is a responsible person?, Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates, Understanding payroll tax responsibilities in the gig economy.

IRS Tax Examinations and Hot Issues WEBCAST

Criteria that the IRS uses to select returns for examination, Vehicles, meals, virtual currency, and fringe benefit considerations, Worker classification determinations on who is an employee and who is an independent contractor, S corporation officer's reasonable compensation issues, Responsibilities to pay the employment taxes when the business defaults, Tax-related identity theft procedures

CFO Series Creating Competitive Advantage WEBCAST

Every organization has competition, but some perform better than others. The best have two secrets; 1) they know what is profitable, and 2) they have a clear strategy. This event will cover how these two skills can dramatically improve financial performance.

K2's Advanced Excel

S Corporations: Hot Issues Of 2022 WEBCAST

S Corporations: Introduction and IRS Hotspots, Eligibility for S Corporation Status, Income Measurement and Reporting, Distributions from S Corporations to Shareholders, Compensation and Fringe Benefits, Shareholder Stock and Debt Basis, Accounting Methods and Interest Deduction Limits, Business Interest Limitation, Integration of Multiple Loss Limits, Bankruptcy and Financial Distress, Net Investment Income, Built-In Gains Tax, Passive Investment Income, Changes in Tax Status of Business Entity, Purchase and Sale of an S Corporation, Estate and Succession Planning, Qualified Subchapter S Subsidiaries and Other Multiple Entity Relationships.

K2’s Excel Best Practices

K2’s Excel PivotTables for Accountant

Common Deficiencies in SSARS Engagement WEBCAST

Compilation and review engagements. Peer review.