CPE Catalog & Events
K2's 2024 Office Scripts - The New Macros
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Webinar
2.00 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Surgent's Food, Beverage, and Entertainment Expensing
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Webinar
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webinar
2.00 Credits
Member Price: $119
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Webinar
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Webinar
4.00 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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Webinar
8.00 Credits
Member Price: $225
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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Webinar
8.00 Credits
Member Price: $225
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)
Partnership & S Corporation Checkup: Key Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Procurement Inventory
K2's 2023 Using OneNote More And Email Less
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Webinar
2.00 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Webinar
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Monthly Federal Tax Updates - July 2024
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course 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
Case Studies in Accounting Fraud 2024
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Webinar
4.00 Credits
Member Price: $159
Major financial statement frauds, including 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 2024)
Effective Workpaper Techniques: Building a Better Workpaper 2024
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Webinar
4.00 Credits
Member Price: $159
Leveraging Excel and technology in a paperless environment Effective workpapers: form, function, appearance and content Workpaper standards for industry, audit and tax accountants Attestation standards documentation and consequences of workpaper content Peer review or PCAOB review documentation
Name that Tax Case! 2024
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Webinar
4.00 Credits
Member Price: $159
Judicial tax doctrines such as the fruit of the tree, Arrowsmith and dominion and control Cases relevant to understanding many areas involved in computing income tax liability and practice and procedure Rules of statutory construction and relevance to tax research Importance of significant tax cases to compliance, planning and tax research
What's Going on at the GASB (2024)
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
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Webinar
8.00 Credits
Member Price: $225
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
Excel - Fundamentals, Data Entry and Basic Formulas
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Webinar
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations