CPE Catalog & Events
Mastering Accounting for Income Taxes
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Webinar
4.00 Credits
Member Price: $185
The sources of deferred tax assets and liabilities, Calculating the deferred tax asset or liability, Reporting income-tax expense and balance sheet items, CARES Act accounting implications, Defining, analyzing, and reporting uncertain tax positions, Classification of deferred tax assets and liabilities, Disclosure requirements, Recent and proposed changes to the accounting and disclosure requirements for income taxes.
K2’s Case Studies in Fraud and Technology Controls
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Webinar
8.00 Credits
Member Price: $250
• Key fraud risks impacting businesses today• Examples of fraud and the monetary impact on victims• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
CFO - Enhancing Productivity
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Webinar
8.00 Credits
Member Price: $270
Quality is Free - But How Do We Measure the Cost? Customers demand quality in both products and services. Philip Crosby's 1985 assertion that "quality is free" prompts an analysis of the four aspects of the cost of quality: prevention, appraisal, internal failure, and external failure. We will explore the true costs of each element and how to measure them, testing the idea that an ounce of prevention is worth a pound of cure. Understanding the true cost and value of quality is essential. Understanding and Mitigating External and Internal Risks: How? Risk is an inherent part of modern business, and the role of a Chief Financial Officer (CFO) now encompasses more than just financial management. This seminar will equip professionals with the tools to understand and mitigate both external and internal risks, ensuring organizational performance and sustainability. Adequate preparation is crucial to avoid unnecessary risks. This course is essential for leaders and organizations aiming to survive and thrive. Insurance - How to Manage Your Insurance Program At its core, insurance is about risk management. Leaders must consider what types of insurance are needed, coverage limits, acceptable deductibles, and the difference between a deductible and self-insured retention. Understanding insurance contracts and knowing what to expect from an insurance broker is crucial. This overview is designed for those responsible for insurance and risk, emphasizing the importance of a practical approach to managing insurance for organizational viability. Effective Implementation of Enterprise Risk Management Many have attempted implementation of ERM (Enterprise Risk Management) systems, and many have failed. This seminar will offer a roadmap for embedding effective ERM practices into daily management and planning without disrupting the organization.
K2’s Small Business Internal Controls, Security, and Fraud Preventionand Detection
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Webinar
8.00 Credits
Member Price: $250
• Common challenges associated with implementing appropriate internal controls in small business environments• Fraud in small business environments• Internal control options in small business accounting software• Understanding the need for application controls and general controls
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $250
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
K2’s Technology for CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $250
• 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
K2’s Next Generation Excel Reporting
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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
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value
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Webinar
4.00 Credits
Member Price: $185
Economic trends and their effect on business, Ways to drive operational efficiency, Leveraging technology in finance, Cash management and working capital, Effective talent management, Sustainability and corporate responsibility
K2’s Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $180
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays• How to use “legacy” features and functions such as AGGREGATE• Creating effective forecasts in Excel
Steps to Stop External Fraud
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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 ways to identify external fraud risk scenarios and methods to reduce this risk. The topics discussed in this session include: Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.
K2’s Implementing Internal Controls In QuickBooks Environments
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Webinar
4.00 Credits
Member Price: $180
• Critical risks in QuickBooks environments• Internal control options that can mitigate risk to prudently acceptable levels• Enabling alternative control measures to improve internal controls in QuickBooks environments
K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Webinar
4.00 Credits
Member Price: $180
• Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment• How to use tools such as Teams, Planner, and Power Automate• Storing data in SharePoint Online and OneDrive for Business
K2’s Working Remotely - The New Normal
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Webinar
4.00 Credits
Member Price: $180
• Key technologies that facilitate remote work options• Cybersecurity issues impacting remote work environments• How to communicate and collaborate when working remotely
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $185
5-step process for recognizing revenue
Preparation, Compilation, and Review Engagements: Update and Review
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Webinar
4.00 Credits
Member Price: $185
Overview of preparation, compilation, and review guidance, Accounting and reporting issues, Current practice issues, Common deficiencies in peer reviews, Current and future standard setting projects
Top Business Tax Planning Strategies WEBCAST
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Webinar
2.00 Credits
Member Price: $105
Complying with the beneficial ownership information reporting requirements. The current status of the Employee Retention Credit Voluntary Disclosure Program. Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers. Monetizing energy credits. Amortization of research and experimental expenditures. Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners. Contributions to Roth "catch-up" plans. Roth contributions to a SEP and Simple IRA. Employer matching contributions to a Roth account. Section 179 and bonus depreciation. Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime.
Audits of 401(k) Plans: New Developments and Critical Issues WEBCAST
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Webinar
8.00 Credits
Member Price: $280
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency. Common pitfalls in planning and detailed audit procedures. Changes affecting 401(k) plans, including recently issued SASs. Common mistakes as noted in peer reviews and DOL inspections.
Combating Internal Fraud
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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.
Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales WEBCAST
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Webinar
4.00 Credits
Member Price: $185
When are distributions taxable? Miscellaneous issues, including the critical difference between Schedule 736(a) and Schedule 736(b) payments. Sales of an LLC interest -- holding period and hot asset issues.
CFO - Minding the GAAP
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Webinar
8.00 Credits
Member Price: $270
Deciphering Balance Sheet Accounting Issues This seminar will explore multiple balance sheet accounting issues-both on the books and off-that impact stakeholders and organizational value. Through practical analysis and case discussions, we will highlight essential tools for understanding the balance sheet, ensuring it is exemplary and grasping the key drivers of accounting issues. Lease or Buy, Debt or Equity: The Financing Decision, Theory and Practice Is there an ideal financing mix that we should aim to achieve? What does financial theory recommend? What are the hidden costs of our financing decisions? Should we lease or buy an asset, and how do we analyze this decision? How can we handle financial distress? These crucial topics will be addressed, blending theory and practice to help solve these dilemmas. If you're involved in financing your organization, this seminar is essential. Dealing with Ever Changing Accounting Standards and Other Demands GAAP is changing rapidly, posing challenges for leaders who must adapt to new accounting standards while steering their organizations toward sustainable growth. This seminar will equip finance professionals with essential skills and insights to navigate accounting changes and improve planning. Staying current is crucial; those who do not will risk being replaced. SALT for CFOs: What You Don't Know and Should KnowThe changes to state and local taxation (SALT) are significant. New methods are continuously being introduced to raise taxes, as states strive to increase their revenue. How have the regulations changed, and what tools are useful for compliance? Many organizations may not fully comply with SALT regulations, which pose real risks. Leaders should be aware of these compliance risks and explore ways to minimize them to avoid penalties.