CPE Catalog & Events
K2's Top PDF Features You Should Know
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TBD
4.0 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Critical "Soft" Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Expand Your Analytical Toolbox More Tools for Success
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TBD
4.0 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Federal Tax Update - Individual & Business Current Developments
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual and business income tax legislation passed to date Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules 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, retirement plans, fringe benefits and entertainment expenses Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
The Single Audit from Beginning to End Update
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TBD
8.0 Credits
Member Price: $225
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
K2's Excel Charting And Visualizations
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TBD
4.0 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
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
Understanding the Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
The Psychology of Fraud
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TBD
1.5 Credits
Member Price: $59
Fraud Fraud Triangle
Better Business Writing: Improve Your Speed and Quality
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TBD
2.0 Credits
Member Price: $79
Writing Communications
Fiduciary Taxation Part 1: Introduction to Form 1041 25-26
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TBD
2.0 Credits
Member Price: $99
Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart Authorities & Disciplines in Fiduciary Accounting & Taxation Fiduciary Tax Rates and Brackets Introduction to Subchapter J 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates Use of a Tax Spreadsheet
Guide Strategy, Attract Investments with Financial Forecasts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
K2's Expense Reporting Automation
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TBD
2.0 Credits
Member Price: $79
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
Governmental & Not for Profit Fraud 25-26
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TBD
4.0 Credits
Member Price: $175
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
What Every CPA Should Know About Fraud 25-26
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TBD
4.0 Credits
Member Price: $175
How is fraud detected The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Small Business Risk Avoidance
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TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Forensic Accounting: When The Office Is A Crime Scene
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Comprehensive Passive Activity Losses (PAL) 25-26
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TBD
8.0 Credits
Member Price: $329
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs