CPE Catalog & Events

K2's 2024 Better Reporting With QuickBooks Online

The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced

K2's 2023 The Best Kept Secrets Of Microsoft 365

New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use

2024 Guide to Depreciating & Expensing Business Assets

Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules

Bitcoin Fundamentals - What Every CPA Should Know

The major topics that will be covered in this course 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.

Accounting Analysis Basics 2024

Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet

Tax Exempt Organizations - Operating, Organizing, and Preparing Forms

Build a Data Model for Analysis in Power BI

The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

2024 Creative Strategies for Buying, Selling, or Gifting a Business

Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)

Staff Tax Training: Partnerships and LLCs-Form 1065 2024

Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues Overview of different forms of business entities, including the check-the-box regulations Formation issues, including the mandatory allocation of the 704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1-preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) Calculating the tax and 704(b) book capital accounts Understand the substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse and non-recourse debt to the schedule K-1s Deductibility of fringe benefits, including health insurance premiums Guaranteed payments & self-employment tax issues and pitfalls Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules 754 election for optional basis adjustments triggering 743 (transfer of interests) and 734 (distributions) Partnership liquidation and distribution tax ramifications at both the partnership and partner level

Audit 201: Fraud Risk - Minimum Audit Requirements

The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing

What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices

Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths. Overview of the proposed updated FLSA salary regulations Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor. Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor.

K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology

Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies

2024 Performance Management - Hiring to Retiring

Employee Engagement Recruiting/Staffing Talent Management Employee Relations

Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts

The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating

Planning in an Uncertain World

Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters

Cost of Capital: What it is and How to Use it

Find your organization’s cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans

Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals

2024 Professional Skepticism for the Public Accountant

Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset

AICPA A&A Focus (8/7/2024)

The A&A landscape today New and emerging areas of service Solutions to timely or complex issues Technical accounting, auditing and assurance information Resources and tools update