CPE Catalog & Events
The Bottom Line on the New Lease Accounting Requirements
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Webinar
4.00 Credits
Member Price: $185
Lease classification, Amortization of the leased asset, Derecognition of the underlying asset, Recognition of lease receivables, Lease modifications, Sale and leaseback transactions
Depreciation Rules for Bonus and Section 179 Expensing
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Webinar
2.00 Credits
Member Price: $105
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.
Reviewing Individual Tax Returns: What Are You Missing?
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Webinar
4.00 Credits
Member Price: $185
Qualified business income deduction, Hobby losses, Self-employment health insurance, Business start-up costs, Depreciation, Schedule C issues, Like-kind exchanges, Charitable contributions of property
Multistate Income Tax Issues WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus. Emerging compliance issues in the new sales tax economy. Income Tax (and other forms of tax): Economic nexus (taxation without physical presence). Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
Tax Planning for Small Businesses
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Webinar
4.00 Credits
Member Price: $185
Starting a business - the tax life of a business, Selecting a business entity type, SECURE Act 1.0 and 2.0, 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
Multistate Taxation
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Webinar
8.00 Credits
Member Price: $270
Constitutional limits and Public Law 86-272, Interstate activity, Nexus, UDITPA, and MTC, Calculation of state taxable income, Filing methods for multi-state taxpayers, Apportionment and allocation, Multi-state income tax planning
K2’s Excel Essentials for Staff Accountants
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Webinar
8.00 Credits
Member Price: $250
• Best practices for creating and working with Excel workbooks• Effectively using Excel functions when creating formulas• The importance of PivotTables in modern reporting environments• Best practices for formatting your workbooks
Federal Tax Update with Greg & George Individual
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Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg & George Business
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Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
K2’s Technology for CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $250
• Emerging technologies all business professionals should know• Considerations associated with upgrading to Windows 11• Practical options for protecting your data• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Webinar
4.00 Credits
Member Price: $185
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
CFO - Preparing for Trouble
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Webinar
8.00 Credits
Member Price: $270
Organizations frequently face crises, e.g., market changes and global pandemics. How you respond can determine your organization's future. This seminar on crisis management and business continuity planning will equip you with essential skills for effective crisis handling and organizational resilience. Robust organizations recover faster and gain market share. Remember, failing to plan for crises is planning to fail. Fraud impacts over 80% of organizations, causing annual losses exceeding $10 billion. Are you ready to strengthen your organization and protect clients against fraud risks? We offer strategies to create a strong anti-fraud culture and provide tools for preventing, detecting, and managing fraud. Don't wait-protect your organization today. Leaders must manage organizational risks, including investigations into suspected theft or fraud. Unlike accounting audits, fraud investigations require specialized training that many lack. The aim is to ensure that findings are robust and admissible when cases are referred to law enforcement. Participants will learn how to respect the rights of all parties, preserve evidence, use proper surveillance, and distinguish between company materials and personal property. Conducting effective investigations is complex, and it's vital to be aware of the many risks. Organizations of all sizes are rapidly adopting Artificial Intelligence (AI) and Machine Learning (ML). But why should this matter to accounting, internal audit, finance, and IT professionals? We will highlight the differences between chat-based AI search tools and more advanced AI applications. We will provide example policies for responsible AI use and resources for further learning. While these technologies offer significant capabilities, they also come with risks. We will discuss the greater risk: not utilizing these technologies or misusing them. Successful leaders must understand the pros and cons of using AI and ML.
The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning
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Webinar
8.00 Credits
Member Price: $280
Key considerations and challenges in estate settlement, Asset collection, accounting, and creditor payments in estate administration, Distribution challenges and solutions in estate settlements, Probate process: implications and management in estate administration, Will contests challenges and resolutions, Fiduciary duties, responsibilities, and accounting in estate administration, Stakeholder rights and protections in estate administration, Federal and state death tax implications in estate administration, Ancillary estate administration matters and special considerations, Trust-related issues and special considerations in estate administration.
Annual Conference Sponsorship
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Salt Lake City
0.00 Credits
Annual Conference (In Person)
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Salt Lake City
16.00 Credits
Member Price: $351
Annual Conference (Virtual)
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Webinar
16.00 Credits
Member Price: $351
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Three different types of basis. Contributions of property. IRC 704(b) - Capital Accounts and Special Allocations. Contributions of property and debt. Contributions of services. IRS Notice 2020-43.
Federal Tax Update - Individuals (Form 1040)
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Webinar
8.00 Credits
Member Price: $335
This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2025 tax returns and 2026 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax). Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit). Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
K2’s Microsoft 365/Office 365 - All the things You Need to Know
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Webinar
8.00 Credits
Member Price: $250
• Understanding the Microsoft 365/Office 365 subscription model• Working with vital 365-based apps and services• Using Teams as your primary collaboration tool• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
1065 Mastering Preparation and Planning Part 1
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Webinar
4.00 Credits
Member Price: $200
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.