CPE Catalog & Events
K2's Excel Essentials For Staff Accountants 26-27
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TBD
8.0 Credits
Member Price: $329
Best practices for creating and working with Excel workbooks The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Preparation, Compilation and Review Issues - Highlights 26-27
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TBD
2.0 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
Accounting and Auditing for the Construction Industry 26-27
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TBD
4.0 Credits
Member Price: $175
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications
Federal Tax Update: Individual Form 1040 26-27
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TBD
8.0 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
K2's Excel Essentials For Staff Accountants 26-27
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TBD
8.0 Credits
Member Price: $329
Best practices for creating and working with Excel workbooks The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
101 Tax Planning Ideas 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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TBD
8.0 Credits
Member Price: $329
An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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TBD
8.0 Credits
Member Price: $329
Emerging technologies all business professionals should know Considerations associated with upgrading to a newer version of Windows and why that might be advised Practical options for protecting your data New features in commonly used applications such as Excel and Adobe Acrobat DC
U.S. GAAP Disclosures for Non-Public Entities 26-27
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TBD
8.0 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
101 Tax Planning Ideas 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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TBD
8.0 Credits
Member Price: $329
An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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TBD
8.0 Credits
Member Price: $329
Emerging technologies all business professionals should know Considerations associated with upgrading to a newer version of Windows and why that might be advised Practical options for protecting your data New features in commonly used applications such as Excel and Adobe Acrobat DC
U.S. GAAP Disclosures for Non-Public Entities 26-27
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TBD
8.0 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
2026 Business Tax Credits
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TBD
1.0 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Basic Staff Tax Training: Individual 26-27
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TBD
8.0 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Financial Statement Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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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
Basic Staff Tax Training: Individual 26-27
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TBD
8.0 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Financial Statement Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
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TBD
2.0 Credits
Member Price: $99
The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits