CPE Catalog & Events
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.
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.
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Webinar
8.00 Credits
Member Price: $335
This session is a comprehensive review of the Federal business 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 business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Schedule 461(l) business loss limitations, Schedule 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses. Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans. Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
K2’s Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $250
• Identifying weaknesses in traditional reporting processes• Using leading-edge features in Excel to improve reporting practices• How to work with Power Query to solve common reporting challenges• Adding Slicers and Timelines to your Excel-based reports
1065 Mastering Preparation and Planning Part 2
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Webinar
4.00 Credits
Member Price: $200
When should self-employment earnings be reported for an LLC member? Important new clarification on Schedule M-2 reporting. How to complete Schedule K-1, including. Completing Form 8825. Electing out of the dangerous new IRS audit rules for partnerships (CPAR). When must a partnership complete Form M-3?
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $185
This session is taught via the use of case studies adapted from real world examples. The topics discussed in this session include: The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
This Year's Top Tax and Financial-Planning Ideas WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency and digital assets. The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting . An update on income tax and estate-planning ideas, including any recent changes. Tax ideas for the current year. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings.
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $250
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
CFO - Leading and Reporting
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Webinar
8.00 Credits
Member Price: $270
Many management reports are misunderstood or poorly utilized. If your audiences are missing the message, learn how to capture their attention and deliver actionable insights. Discover "The Trifecta" and five secrets for effective reports and presentations that will resonate with your audience. This seminar will provide valuable insights to help management understand financial reports. Become the hero who delivers clear, informative reports with practical examples of best practices. Every organization, team, and family have its own unique culture, and each member has their own perspective. We'll explore different types of culture, what makes them effective, what can weaken them, and how to adapt actions for transformation? You'll learn to change culture without major personnel shifts, reduce resistance to change, and foster a low-fear, high-confidence environment that boosts productivity and lowers turnover. Strong culture attracts top talent. Culture matters. Trust is the foundation of all relationships but lies undermine trust and reduce productivity. Can we recognize deception and protect ourselves from being misled? Learn effective ways to discern lies and discover a proven process to uncover the truth. The role of today's financial leader extends beyond traditional stewardship to encompass agility, innovation, crisis management, and strategic foresight. This seminar will highlight the essential skills needed to thrive in 2025 and beyond. Effective leaders are innovation champions, technology advocates and change agents. Adaptability is crucial for true leaders. This seminar will equip you with the tools and insights to confidently navigate the evolving demands of financial management.
IRAs: What You Need to Know about Contributions, Conversions and Distributions
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Webinar
2.00 Credits
Member Price: $105
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
What Tax Practitioners Need to Know About Medicare WEBCAST
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Webinar
2.00 Credits
Member Price: $105
Eligibility for Medicare. How to apply for Medicare. Introduction to Parts A, B, C, and D of Medicare. Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries. Late enrollment penalties. Medicare Advantage in lieu of original Medicare. The Affordable Care Act's impact on Medicare. Legislative and regulatory developments.
K2’s Excel PivotTables for Accountants
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Webinar
8.00 Credits
Member Price: $250
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables• Formatting PivotTables• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot• Analytical techniques available in PivotTables
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $180
• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22
K2’s Ethics And Technology
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Webinar
4.00 Credits
Member Price: $180
• Understanding the differences between ethics, morals, and laws• Key technology issues that can impact ethical behavior in businesses• Examples of potential ethical conflicts precipitated by modern technologies