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CPE Catalog & Events

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K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan

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Webinar

2.00 Credits

Member Price: $79

Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice

Monthly Federal Tax Updates - April 2024

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Entertainment, Meals & Travel Expenses: Review and Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

Surgent's Understanding How the IRS Rewards Whistleblowers

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Webinar

2.00 Credits

Member Price: $99

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

Keeping your Clients out of IRS Jail

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients.

The IRS Advisory Council: Impact on Tax Administration

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The role of the IRSAC in the US tax systemGathering feedback from taxpayersMaking recommendations to the IRSWorking with IRS employees to implement and maintain solutionsThe impact of the IRSAC on the tax system and accounting professionThe IRSAC's efforts to improve efficiency and effectivenessThe importance of trust and confidence in the tax systemThe IRSAC's role in shaping and enforcing ethical standards in the accounting profession

Financial & Tax Accounting for S Corporations & Partnerships

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders

Accountants and Malpractice: Can We Get Sued for This?

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

IRS Best Practices for Mitigating the TFRP

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:The Trust Fund Recovery PenaltyPre-planning strategies to help mitigate the TFRPNegotiating with a Revenue Officer to help avoid the TFRPAppealing the proposed assessmentPost-assessment strategies to try and remove the TFRP

Bitcoin Fundamentals - What Every CPA Should Know

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Webinar

3.00 Credits

Member Price: $99

The major topics that will be covered in this class include:The evolution of money: barter, gold, paper, digital, cryptocurrencyHistory of Bitcoin, how it originated and evolved to where it is today.How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger.Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin.Understanding the role of cryptocurrency exchanges and the collapse of FTX.Introduction to Ethereum, a substantial alternative to Bitcoin.Income tax implications of Bitcoin and other cryptocurrencies.

Surgent's Basics of the Valuation of a Closely Held Business

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Webinar

4.00 Credits

Member Price: $159

When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process

Criminal Tax For Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Basic tax crimesInvestigatory techniques Privilege issues Tax loss issues

Payroll Essentials: Ethics in Payroll

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Ethical framework in the payroll processThe role of ethics by stakeholders involved in the payroll processReal-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll

K2's 2023 Small Business Accounting Shootout

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Webinar

4.00 Credits

Member Price: $129

Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution

Like-kind Exchanges in Real Estate Transactions

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.

S Corporations: Calculating Shareholder Basis

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Webinar

2.50 Credits

Member Price: $89

The major topics covered in this class include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations

Adobe Acrobat - Increase Your Productivity With PDF Files

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365

Tax Season Update for Business with Steve Dilley

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update

Income, Estate, and Gift Tax Planning for Real Estate in these Ever Changing Times

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Webinar

2.20 Credits

Member Price: $79

Real estate as a part of a client's divinified portfolio of investments Understanding the differences revolving around personal real estate vs. investment real estate Understanding valuation issues Understanding titling issues Individual deduction issues, including the interest limitation Business deduction issues At-risk limitations Passive activity rules update How the IRC Section 199A deduction applies to real estate investments Depreciation issues Estate and Gift planning techniques for real estate Proper use of trusts in real estate holdings

Taxation of Business Entities

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)Considerations in choosing a business entity, including:taxeslimited liability protectionmanagement and controlfunding options and opportunitiestax consequences for the owners and the businessFuture tax considerations that will impact various business entities