CPE Catalog & Events
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §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 plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
2025 Individual Federal Tax Update - Navigating the Current Tax Landscape
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TBD
8.0 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
The Value of Conflict
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TBD
1.0 Credits
Member Price: $39
Conflict resolution
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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TBD
1.4 Credits
Member Price: $39
Revenue Recognition Accounting
K2's Office Scripts - The New Macros
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TBD
2.0 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Building Personal Leadership Skills
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TBD
4.0 Credits
Member Price: $129
Leadership Personality Types Communication Uses of AI in the work place
Business Longevity: Stabilize, Strengthen, and Succeed
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TBD
4.0 Credits
Member Price: $129
Business Management Strategic Planning The role of AI in Business
Effective Coaching Strategies for High Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Leading and Managing the Accounting Department
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TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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TBD
6.0 Credits
Member Price: $259
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Estate Planning: A Comprehensive Overview 26-27
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TBD
8.0 Credits
Member Price: $329
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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TBD
8.0 Credits
Member Price: $329
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
Relationship Networking: The Art Of Conversation
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TBD
1.0 Credits
Member Price: $39
Networking Replatinship Management
Ultimate Small Business HR Guide: Essential Tips for Success
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TBD
1.0 Credits
Member Price: $39
Small Business Management
Aligning Analytics to COSO's Fraud Risk Management Principles
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TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
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
Employees Today and Tomorrow : Are Employees Assets?
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TBD
2.0 Credits
Member Price: $79
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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TBD
2.0 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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TBD
4.0 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business