CPE Catalog & Events
This Year's Top Tax and Financial-Planning Ideas WEBCAST
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
Hot IRS Tax Examination Issues for Individuals and Businesses
-
Webinar
8.00 Credits
Member Price: $280
Prepare now and protect yourself from new audit examinations. What to do when there is tax-related identity theft. Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft. Gaining an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate. Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty. Understanding IRS Audit Techniques Guides and Compliance Campaigns. Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are.
Surgent's Individual Income Tax Update
-
Webinar
4.00 Credits
Member Price: $185
Timely coverage of breaking tax legislation. Form 1099-K reporting requirements. FinCEN reporting requirements under the Corporate Transparency Act. Employee Retention Tax Credit updates. Review of pertinent cases and rulings affecting taxpayers. Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Federal Tax Update with Greg & George
-
Webinar
8.00 Credits
Member Price: $400
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. 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.
Federal Tax Update with Greg & George WEBCAST
-
Webinar
8.00 Credits
Member Price: $400
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. 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.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
-
Webinar
2.00 Credits
Member Price: $105
Commencement of a bankruptcy proceeding. Protections provided to debtors under the Bankruptcy Code. Key procedural aspects of bankruptcy. The automatic stay. Differences between Chapters 7, 11, and 13 bankruptcy cases. The bankruptcy discharge. Proofs of claim Plans of reorganization. Litigation that can arise during bankruptcy. Creditor committees. Bankruptcy trustees. Avoidable preferences and fraudulent transfers. Special rights afforded to landlords and secured creditors.
Washington Sales and B&O Tax
-
Webinar
4.00 Credits
Member Price: $185
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
-
Webinar
8.00 Credits
Member Price: $280
Audit requirements for ERISA 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
Making Excel Formulas Work for You
-
Webinar
4.00 Credits
Member Price: $185
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: Understanding formula conventions. Working with Functions. Examples of Powerful Excel formulas.
Getting Ahead: The Art of Marketing for CPAs
-
Webinar
2.00 Credits
Member Price: $105
Challenges of marketing CPA firms. Developing marketing strategy. Elements of a marketing plan. Example: CPA firm marketing plan. Marketing regulatory/AICPA issues. Picking the right marketing channels. Marketing channel statistical analysis. Developing marketing metrics.
Shortcuts that Excel Users Love
-
Webinar
2.00 Credits
Member Price: $105
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.
Advanced Excel Topics for Spreadsheet Power Users
-
Webinar
8.00 Credits
Member Price: $280
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The topics discussed in this session include: Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.