Skip to main content

CPE Catalog & Events

Showing 137 Conferences/UACPA Classes Results

Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

-

Webinar

8.00 Credits

Member Price: $270

Comprehensive understanding of new legislation and its impact on estate planning. Analysis of estate tax issues and effective planning techniques. Examination of gift tax issues and corresponding planning techniques. Strategies for addressing generation-skipping transfer tax issues. Exploration of both tax and non-tax considerations and planning techniques. Estate planning considerations for tax-deferred retirement funds. Understanding the interplay between education issues and estate planning. Navigating step-up in basis issues for effective estate planning.

Preparing Not-for-Profit Financial Statements

-

Webinar

8.00 Credits

Member Price: $280

The key requirements, options, and disclosures related to each of the basic financial statements, How the reporting of functional and natural expense information has changed, The new requirements related to providing liquidity and availability of financial assets information, The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general, How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits, Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more

K2's Advanced Excel

-

Webinar

8.00 Credits

Member Price: $270

Collaboration and security techniques, Tables, data models, and PivotTables, Advanced formulas, Data queries, Creating effective visualizations

IRAs: What You Need to Know about Contributions, Conversions and Distributions

-

Webinar

2.00 Credits

Member Price: $105

Determine clients who are well suited for conversion from traditional to Roth IRA's. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive a waiver for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).

Conflicts of Interest - A New Approach

-

Webinar

2.00 Credits

Member Price: $105

Documentary Client Consent Evidence, Subordination of Judgement, Whistleblowing, Conflict Disclosure Checklist.

Combating Internal Fraud

-

Webinar

2.00 Credits

Member Price: $105

This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.

Preparation and Compilation Engagements Under the SSARS

-

Webinar

4.00 Credits

Member Price: $175

Relevant sections of SSARS No. 21, Clarification and Recodification, Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24, Proposed changes to the SSARS guidance, Comprehensive sample engagement work programs for preparation and compilation engagements, Prescribed form, specified line item, pro forma, and other engagement variations, Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback

Advanced Topics in a Single Audit

-

Webinar

8.00 Credits

Member Price: $270

Auditor and auditee responsibilities, Planning the compliance audit and other risk assessment considerations, Required elements of the SEFA, Major program determination process, including clusters and loans/loan guarantees, Considerations when assessing and evaluating internal controls over compliance, Considerations of pass-through entities and subrecipients, Audit sampling in a compliance audit, Advanced audit reporting issues

CFO - Advanced Profit Enhancements

-

Webinar

8.00 Credits

Member Price: $280

Tactics to Improve Bottom Line: 1st Improve ROI, What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this the first of three sessions, see 1) above, we will explore successful strategies to improve pricing, increase volume, and reduce risk. We will discuss proven techniques to help your organization thrive. Topics Discussed Introduction to the three levers - Income, Asset Utilization, and Risk. Cost control, Waste elimination, Lean, Total Quality Management, and Six Sigma, Simplification - A case study in how complexity is an insidious profit killer, Activity based costing, Understanding what drives cost and how to control cost, Accounting practices that are antithetical to good cost control, Getting the message across and generating action, Where are the good ideas buried?, Increasing volume, How effective is your advertising and promotion?, What is your unique selling proposition?, Are you stifling innovation?, Pricing, Pricing for value not cost recovery, Understanding competition, Looking for the `blue ocean' opportunity Tactics to Reduce Investment: 2nd Strategy ROI. What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive. Cost of capital. What do investors want? What does my capital really cost? How can we approximate the cost? Utilizing the Du Pont Formula in a discounted cash flow world, Increasing asset utilization, What should we do, and what should we allow others to do?, Buying the right equipment at the right price, Increasing throughput, Complexity - the capacity thief, Process choices, Should we automate?, Lease or purchase, Impact of automation on risk and return Tactics to Reduce Risk: 3rd Strategy to Help ROI. What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared! Why is risk relevant?, What do investors want?, How do statisticians look at risk?, How do economists look at risk?, Prospect theory, Your risk profile, Risk appetite, Risk tolerance, How do you monitor risk?, Heat maps, Risk is everyone's job. Managing risk, Avoid, Transfer, Mitigate, or Accept. Bridging the Gap with Marketing Management: The Four Ps. What should we know about marketing and what are the four `P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how. What is the function of Marketing?, Creating demand, building reputation, Inform and educate customers and potential customers. Marketing plans, What must be in a top-quality plan, Coordination with strategy and financial ability, 1 - Products and services, Why do customers buy, or not buy, your offerings?, Core products, actual products, augmented products, 2 - Price, Pricing is market driven, not cost driven!, Cost leaders vs differentiators, When to increase price when to reduce price, 3 - Place or channels, Effective and efficient channels, Alternative channels, 4 - Promotion, Promotion alternatives and cost effectiveness, Coordinating the 4Ps to gain maximum results.

Annual Update for Accountants and Auditors

-

Webinar

8.00 Credits

Member Price: $270

Recently issued ASUs, Current FASB exposure draft and projects, Audit and attest engagements update, Recent PCAOB guidance, Latest activity from ARSC

Advanced Audits of 401(k) Plans: Best Practices and Current Developments

-

Webinar

8.00 Credits

Member Price: $280

Audit requirements for ERISA Schedule 103(a)(3)(C) audits, An annual update of the changes affecting 401(k) plans, Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics, Best practices for engagement planning, internal controls, risk assessment, and detailed testing, Avoiding common mistakes while performing audit procedures, Plan mergers and acquisitions, Common audit reporting and disclosure issues

Income Tax Accounting

-

Webinar

8.00 Credits

Member Price: $270

Permanent and timing differences, Income tax expense, Effective tax rate, Current income tax liability, Deferred income tax assets and liabilities, Uncertain tax positions, Tax benefits for carryforwards, Reporting and disclosure under ASC 740.

Complying With the Corporate Transparency Act: A Guide for Client Protection

-

Webinar

2.00 Credits

Member Price: $105

Identify the applicability of the CTA to an advisor's clients. Learn the fundamentals of the CTA, including its purpose, scope, and compliance requirements. Explore the potential risks and benefits associated with the law and how it can affect your clients' interests. Understand the CTA's impact on corporate structures, reporting requirements and enforcement mechanisms. Learn how to navigate the regulatory landscape to ensure compliance. Identify which entities are now required to disclose owner information. Discuss the reporting requirements of the CTA. Learn what entities are subject to the exceptions of the CTA. Understand the penalties for noncompliance of the CTA

Guide to the Corporate Transparency Act for Accounting and Finance Professionals

-

Webinar

2.00 Credits

Member Price: $105

The Corporate Transparency Act and its goals, Which entities need to file reports and which entities are exempt? Who is a beneficial owner and what is substantial control? Information that needs to be reported, How to get your firm and your clients ready for the requirements

K2’s Next Generation Excel Reporting

-

Webinar

8.00 Credits

Member Price: $250

• Identifying weaknesses in traditional reporting processes• Using leading-edge features in Excel to improve reporting practices• How to work with Power Query to solve common reporting challenges• Adding Slicers and Timelines to your Excel-based reports

Guide to Partner Capital Account Reporting

-

Webinar

2.00 Credits

Member Price: $105

How a partner's outside basis and capital account differ, Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L, IRS requirement to report partner tax basis on the transactional approach, Implications if a capital account is negative, Deficit restoration accounts and qualified income offsets, Modified outside basis method and modified previously taxed capital method, Determining a partner's beginning capital account, Beginning capital account for partnerships and partners consistently reporting on the tax basis

Finance Business Partnering: Successful Business Models and Strategic Choices

-

Webinar

4.00 Credits

Member Price: $174

An overview of the finance business partner, Business model generation, Strategic planning process - analysis, choice, and implementation.

K2’s Data Analytics For Accountants And Auditors

-

Webinar

4.00 Credits

Member Price: $180

• Understanding the importance of data analytics in modern business environments• Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform• Using regression analysis to create and validate forecasts and projections

Audits of ERISA Plans, With a Focus on 401(k) Plans

-

Webinar

8.00 Credits

Member Price: $270

GAAP vs. ERISA reporting requirements, Audit planning, Risk assessment, including consideration of internal control, Auditing the statement of net assets available for benefits, Auditing the statement of changes in net assets available for benefits, Other auditing considerations, including prohibited transactions and, tax compliance, The auditor's report, Financial statement disclosures, Supplemental schedules

Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions

-

Webinar

8.00 Credits

Member Price: $280

Final regulations - bonus depreciation and Schedule 1031 exchanges, Technical correction Rev. Proc. 2019-13 - use it or stand to lose second-year depreciation deductions for luxury automobiles, What are the components for real estate depreciation? A new SUV or sedan? A study of depreciation alternatives, Permanency in Schedule 179 depreciation rules? How to maximize its use; when to use it; and what property qualifies, Sale of property and the depreciation recapture rules (Schedules 1245, 1250, unrecaptured Schedule 1250 gain for real estate, Schedule 291 for corporations), How to depreciate like-kind exchange property, May Schedule 121 and Schedule 1031 apply to the same transfer of property? Reacquired installment sale property - calculating potential gain and new basis Understanding Schedule 197 amortization issues; how to handle intangible asset costs, Depreciation issues, tax-deferred exchanges, personal property converted to business property, and an overview of home sale exclusion, Guide for compliance and planning issues, Cases and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities