CPE Catalog & Events
IRS Tax Examinations and Hot Issues WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Criteria that the IRS uses to select returns for examination. Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft. Understanding worker classification determinations on who is an employee and who is an independent contractor. Distinguishing S corporation officer's reasonable compensation issues. How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty. Tax-related identity theft procedures.
Guide and Update to Compilations, Reviews, and Preparations WEBCAST
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Webinar
4.00 Credits
Member Price: $185
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018. SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Sample comprehensive engagement work programs for preparation, compilation, and review engagements.
Income Tax Accounting
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Webinar
8.00 Credits
Member Price: $270
Scope of FASB ASC 7 40, Tax positions, including uncertain tax positions, Deferred tax assets and liabilities, Permanent and temporary differences, State and local tax accounting, Valuation allowances, Financial statement presentation and disclosure.
K2’s Excel Best Practices
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Webinar
8.00 Credits
Member Price: $250
• Best practices associated with creating Excel workbooks, including managing workbooks• How to secure Excel workbooks• Collaboration options and best practices in Excel• Effective reporting techniques in Excel
Estate & Trust Primer
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Webinar
4.00 Credits
Member Price: $185
Types of trusts, Trustee powers, Recognition and realization of income, Elements of an estate, Taxation of trusts and estates, Basic concepts of estate planning
The Most Critical Challenges in Governmental Accounting Today
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Webinar
4.00 Credits
Member Price: $185
The implementation of GASB No. 101 on compensated absences. The 2025 application of GASB No. 102 regarding certain risk disclosures. GASB No. 103 addressing improvements to the financial reporting model. Additional recently issued GASB standards and projects.
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
8.00 Credits
Member Price: $250
• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel
Postmortem Estate Planning: Navigating Decedent's Estate Issues
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Webinar
8.00 Credits
Member Price: $280
Alternative valuation date: implications and application, Portability and its role in estate tax planning, Installment payments of estate taxes: opportunities and requirements, Strategic use of QTIP elections under IRC Schedule 2056(b)(7), Qualified disclaimers and their benefits, Basis issues in postmortem planning, Decedent's final income tax return and payment of estimated taxes, Managing medical expenses and administrative expenses efficiently, Sixty-five-day rule election: utility and requirements, Income and deductions in respect of the decedent (IRD) and its implications.
K2’s Advanced Excel
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Webinar
8.00 Credits
Member Price: $250
• Collaboration and security techniques• Tables, data models, and PivotTables• Advanced formulas• Data queries• Creating effective visualizations
Navigating Your Client Through the IRS Appeals Process
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Webinar
4.00 Credits
Member Price: $185
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less. Writing and filing a Formal Protest, including required information. Alternative Dispute Resolution options available to clients. Negotiation and time limitations. Preparing and submitting a Tax Court petition to preserve a client's rights.
Fraud Case Studies: Schemes and Controls WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Recent fraud cases. Common fraud schemes perpetrated by those within and outside victim organizations. Consider the lessons learned. Best practices to further our fraud prevention.
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.