CPE Catalog & Events

Critical Business Risks — Identifying Your Blind Spots

• Digitalization of society• Public distrust in business ·• Trade tensions ·• The impact of transitioning towards the circular economy ·• Economic and social inequalities ·• The changing regulatory environment

Reviewing Individual Tax Returns: What Are You Missing? WEBCAST

Common errors made involving the following tax forms: Form 1040. Schedule A. Schedule B. Schedule C. Schedule D. Schedule E. Form 4562. Form 4797

Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST

Common errors made involving the following tax forms: Form 1065. Schedules K and K-1. Schedules M-1 and M-2. Form 4562. Form 4797

Annual Update for Accountants and Auditors

• Recently issued ASUs, including an update on revenue recognition, financial instruments, and leases• Current FASB exposure draft and projects• Audit and attest engagements update• Recent PCAOB guidance• Latest activity from ARSC

CFO Series: Key Tax Issues Part 1 WEBCAST

The AB5s of Employees and Independent Contractors: This session addresses the 20 factors the IRS uses to classify workers, with a focus on the severe tax penalties for misclassification. Expensing and Depreciating Business Assets: Recovering the cost of capital is a critical business skill, and Congress is constantly changing the rules to impact the economy. In this session, we will discuss the most recent tax depreciation rules and developments, as well as review the impact of TCJA and CARES Act changes. Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. COVID-19 Losses - Going Backwards and Forwards: 2The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

• 5-step process for recognizing revenue

K2's Best Word, Outlook and PowerPoint Features

Word Outlook PowerPoint

K2's Introduction to Excel Macros

Computer Software & Applications Excel Macros

Current and Upcoming FASB Issues WEBCAST

Recently issued ASUs. including broad and narrow topics. Current FASB exposure draft and projects. Private company financial reporting. Other important accounting matters.

Current Audit Environment and ASB Activity WEBCAST

Environment and implications affecting audit planning and risk assessment. Key changes in recently issued Statements on Auditing Standards and exposure drafts. Recently issued auditing interpretations. Recently issued SSAEs and proposed changes.

K2's Excel Best Practices

Computer Software & Applications Excel

Tax Planning for Small Businesses

• Starting a business—the tax life of a business• Selecting a business entity type• The Tax Cuts and Jobs Act• Section 199A and the Qualified Business Income deduction• Accounting Methods• Compensation of owners—hiring family members• Reasonable Compensation• Depreciation, Section 179, and bonus depreciation• Transactions with owners• Buy-Sell and Noncompete agreements• Exiting the business—special exit techniques

Conducting a Remote Audit WEBCAST

SAS 142. Audit Evidence and how it applies to remote audits. Performing audit steps remotely. Risk assessment when performing a remote audit. Navigating difficult conversations with clients when remote auditing.

K2's Excel Charting and Visualizations

Computer Software & Applications Excel Charting Microsoft Office

K2's Integrating Data for Improved Efficiency And Control

You Have a SOC 1 Report - Now What? WEBCAST

Common deficiencies in the use of SOC 1 reports in financial statement audits. The importance of a SOC 1 report in a financial statement audit. Sections of a SOC 1 report. roles and responsibilities for each. and key information within each section. Implications of complementary subservice organization controls and user. Entity controls for the financial statement audit.

Leadership Mastery 2021 Webcast Series - Performance Execution: Long-Term Planning in a Short-Term World

Enhance your ability to stay focused, energized and thrive in times of uncertainty.

CFO Series: Key Tax Issues Part 2 WEBCAST

Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. This session will discuss reporting on Form 8990, as well as the 2022 problem. COVID-19 Losses - Going Backwards and Forwards: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."

The New Auditors’ Reporting Standards

• Forming an opinion and reporting on financial statements• Communicating key audit matters in the independent auditor’s report• Modifications or additions to the auditor’s report• Other or supplementary information in the auditor’s report

State Tax Nexus FAQ: Frequently Awkward Questions WEBCAST

Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Free multistate resources.