CPE Catalog & Events
K2's Paperless Office
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Webinar
8.00 Credits
Member Price: $250
• The importance of "going paperless" • Key technologies that facilitate a paperless office • Advantages of going paperless • Examples of leading document management systems and processes
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Webinar
4.00 Credits
Member Price: $164
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.
Estate Planning-Beyond the Basics
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Webinar
8.00 Credits
Member Price: $250
The changing environment of estate planning, The changing Internal Revenue Code, Requirements for, and tax implications of, a charitable deduction, Requirements for, and tax implications of, a charitable deduction, How gifts of closely held stock can be used to generate a charitable contribution deduction, When to use a charitable split-interest trust and its requirements, All about generation-skipping transfers and their tax implications, How to compute generation-skipping transfer tax, When to use life insurance as an estate planning tool ? Advantages of a life insurance trust and planning techniques with its use ? Various types of life insurance and features of a policy ? Tax implications of a private annuity ? How life insurance can be used with a private annuity ? Where the split-interest purchase of property is a valuable planning tool ? When to use a GRIT, GRAT, GRUT, or QPRT
Depreciation Rules for Bonus and Section 179 Expensing
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Webinar
2.00 Credits
Member Price: $95
Bonus depreciation for acquisitions and construction, History of qualified property categories and QIP, The CARES Act and related Rev. Procs., Section 179 expensing, Energy incentives, The tangible property regulations, 1031 exchanges, Strategic hierarchy.
Social Security and Medicare: Planning for You and Your Clients
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Webinar
8.00 Credits
Member Price: $260
Legislative developments, A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits, Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?, When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?, Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
K2's Excel Charting and Visualizations
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Webinar
4.00 Credits
Member Price: $180
• Understanding the best types of visualizations to use in specific situations • Creating compelling visualizations using Excel • Adding interactivity to your Excel-based visualizations
K2's Hands-On with QuickBooks Online Accountant for Public Accounting
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Webinar
4.00 Credits
Member Price: $180
• Understanding the different subscriptions available in QuickBooks Online • Using the accountant-oriented features available in QuickBooks Online • Best practices for configuring an instance of QuickBooks Online
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
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 Testing and Auditing Excel Workbooks
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Webinar
4.00 Credits
Member Price: $180
• Examples of common errors found in Excel workbooks • How to reduce Excel errors • Add-in solutions that can reduce spreadsheet error risk
K2's Introduction to Excel Macros
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Webinar
4.00 Credits
Member Price: $180
• Getting started with Excel macros by using the Macro Recorder • Fundamentals of writing VBA code • Saving and sharing macros • Getting started with User-Defined Functions
Financial Reporting Update for Tax Practitioners
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Webinar
8.00 Credits
Member Price: $260
Recent standard setting and consulting activities at the FASB, Proposed updates to income tax accounting and financial statement disclosures, Tax basis financial statements, Recently issued Statements on Auditing Standards and other audit related hot topics SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS.
Fringe Benefit Planning for 2023 and Beyond
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Webinar
8.00 Credits
Member Price: $250
An overview of the fringe benefit planning process, Understanding the needs of the business owner, Understanding the needs of the employees, Options under IRC Schedule 132 fringe benefit plans, When to use a cafeteria plan, Tax rules regarding timing of income and deductions in cash compensation planning, Tax implications of dependent care and educational assistance plans, How a flexible spending account plan works, Design features of a group term life insurance plan, Regulations when using medical savings accounts, Various options to financing retiree medical benefits, Comparison of health care benefits under an insured plan versus an HMO, Detailed overview of major ERISA reporting and disclosure requirements, Understanding of IRC common control rules, Overview of age and sex discrimination rules
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $95
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance.
Annual Accounting and Auditing Update
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Webinar
8.00 Credits
Member Price: $260
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda, Leases -- Topic 842, Financial accounting and reporting considerations related to Going Concern, Recently issued SASs and other AICPA activity, SSARS No. 21, Clarification and Recodification and other recently issued SSARS, Peer review and other audit quality issues, Other important A&A practice matters.
Combating Internal Fraud
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Webinar
2.00 Credits
Member Price: $95
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.
Defining Where and Why Internal Controls are Needed
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Webinar
2.00 Credits
Member Price: $95
This session is taught via the use of case studies adapted from real world examples. The topics discussed in this session include: Control design basics, Areas or segments of an enterprise to control, Controls to reduce risk, Controls to drive operations
Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Webinar
2.00 Credits
Member Price: $95
Section 1402(a)(1) exclusions from the definition of self-employment income, Application of the SE tax to members of limited liability companies, Taking a self-employed owner's health insurance deductions against self-employment tax, How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax, How hiring a spouse and/or child helps reduce self-employment tax, Differentiating between income treated as self- employment income and income that is not self-employment income.
K2's Excel PivotTables For Accountants
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Webinar
8.00 Credits
Member Price: $250
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables, Formatting PivotTables, Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot, Analytical techniques available in PivotTables
K2's QuickBooks for Accountants
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Webinar
8.00 Credits
Member Price: $250
• 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