CPE Catalog & Events
K2's 2023 Paperless Office
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Webinar
8.00 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Webinar
8.00 Credits
Member Price: $225
In-depth exploration of crucial IRC Sections. Thorough assessment of recent changes and updates in individual income taxation. Unveiling new credits, deductions, and tax relief opportunities. Addressing complex income issues. Analyzing income and exclusions related to specific tax scenarios. Comprehensive examination of itemized deduction intricacies. Navigating health-related considerations. Maximizing benefits from tax incentives and deductions. Grasping the implications of recent regulatory shifts. Delving into specific tax planning strategies.
Real Estate Professionals, Passive Activity and Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
Relationship Between Ethics, Morality, and the Law
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Webinar
2.00 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
CFO Series: Advancing Your Role as a Business Leader
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Leadership is earned, not given.Leaders understand:Human natureOthersThemselvesYou have to care!The need for better relationships, credibility and trust.Lessons from great leaders.Steps to becoming a better leader.
Case Studies in Accounting Fraud 2023
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Webinar
4.00 Credits
Member Price: $159
• Major financial statement frauds including, among others, sales and other types of revenue, estimates, earnings management and cut-off • Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts • Review of cases involving common fraud schemes. New cases will be discussed in 2023 including FTX
Tax-Exempt Organization and Form 990 Basics 2023
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Webinar
4.00 Credits
Member Price: $159
• Tax-exemption and the many types of tax-exempt organizations • Private foundation versus public charity • Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024 • Intermediate sanctions, private inurement and private benefit • Public support • Unrelated business income tax, including Final Treasury Regulations • Special rules, for advertising, bingo and trade shows • Update on recent developments
Strategies for Tax Dispute Resolution 2023
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Webinar
8.00 Credits
Member Price: $299
• Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems • Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime • Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches • Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy • Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant • Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Webinar
1.00 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Professional Skepticism for the Public Accountant
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Self-evaluation of skepticismRequirements set forth by the AICPA Code of Professional ConductRisk assessmentAnalytical proceduresAdvice for cultivating your professionally skeptical mindset
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
The Ethical Management of Conflict
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
K2's Implementing Internal Controls in QuickBooks Environments
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Webinar
4.00 Credits
Member Price: $159
• 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
Business Federal Tax Update - Navigating the Current Tax Landscape
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Webinar
8.00 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
360 Budgeting: A Holistic Approach to Process and Solutions
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Webinar
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Unleash the Power of AI: A CPAs Guide to ChatGPT
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Webinar
1.00 Credits
Member Price: $71
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT
Unleash the Power of AI: A CPAs Guide to ChatGPT
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Webinar
1.00 Credits
Member Price: $71
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT
Getting Started with ESG
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webinar
2.00 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
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Webinar
2.00 Credits
Member Price: $99
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