CPE Catalog & Events
Retirement Planning Issues: Where We Stand Now
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TBD
4.0 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
K2's Implementing Internal Controls In Quickbooks Environments
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TBD
4.0 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
K2's Microsoft Teams
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TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
I want the TRUTH: Preparing to be an Expert Witness
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TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
The Power of a Good Story!
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TBD
4.0 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's Six Essential Teams Features
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TBD
1.0 Credits
Member Price: $39
Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams
Fraud Risk Management
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TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Real Estate Professionals: Passive Activity Rules
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TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules
Fiduciary Accounting: Fundamentals & Rules
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TBD
2.0 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
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
Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Effective Communication Skills
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TBD
1.0 Credits
Member Price: $39
Communication Confidence Leadership
Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
The Preparation of Form 709 - Line-by-Line
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TBD
2.0 Credits
Member Price: $79
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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TBD
2.0 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
IRS Cybersecurity Checklist
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TBD
2.0 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Ethical Considerations of the New AICPA SSTS Rules
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities