CPE Catalog & Events
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
ACPEN Signature 2025: Annual Tax Update
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TBD
8.0 Credits
Member Price: $250
Federal tax changes and developments during 2025 and pending changes, including legislative, administrative and procedural changes Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues
Supervision/Management Competencies: An Ethical Approach
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
K2's QuickBooks for Accountants
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TBD
8.0 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
K2's Introducing Artificial Intelligence To Human Resources Pros
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TBD
1.2 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
Benford's Law and Other Digital Analysis Techniques
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TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Ethical Practices and Responsibilities Under Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Monthly Federal Tax Updates - January 2026
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TBD
2.0 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
Profitability Pricing: Boost your Bottom Line
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TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
Schedule C of Form 1040
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TBD
2.0 Credits
Member Price: $79
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Tax Aspects of Stock Investing 25-26
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TBD
4.0 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
Optimize Your Staff's Performance
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TBD
4.0 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Fiduciary Accounting & Tax Planning for Estates & Trusts
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TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Fundamentals of 1031 Exchanges 25-26
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TBD
8.0 Credits
Member Price: $329
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
Titans Annual Federal Tax Planning Individual Update 25-26
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TBD
8.0 Credits
Member Price: $329
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years California tax law changes Income inclusions, exclusions and deductions Property transaction updates Passive activities, hobbies and other losses Guidance and planning on energy credits Significant IRS developments affecting practice and compliance procedures California's major developments for individuals and conformity to federal law changes for 2025 Filing status, credits and retirement plan developments Expired and expiring provisions Inflation adjustments for 2026 Due diligence and planning reminder
Navigating IRS Collections: Overview of Form 433 & OIC
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines.When to use Forms 433-A or 433-B and required documentation.Offer in Compromise (OIC): criteria, process, and practical considerations.Payment options: installment agreements, partial payment plans, and OIC.Advising clients on IRS collections and avoiding penalties.Compliance strategies for minimizing tax liabilities.Real-world scenarios and examples for tax debt resolution.
How Fraud Can Affect Smaller Organizations
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TBD
4.0 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $225
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