CPE Catalog & Events
K2's Mastering Advanced Excel Functions 26-27
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TBD
4.0 Credits
Member Price: $175
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Preparing Financial Statements for Clients 26-27
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TBD
4.0 Credits
Member Price: $175
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
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TBD
8.0 Credits
Member Price: $329
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Accounting Industry Update 26-27
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TBD
8.0 Credits
Member Price: $329
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Accounting Industry Update 26-27
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TBD
8.0 Credits
Member Price: $329
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Fraud Misstatements & Financial Reporting 26-27
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TBD
4.0 Credits
Member Price: $175
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
K2's Data Analytics For Accountants And Auditors 26-27
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TBD
4.0 Credits
Member Price: $175
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
Form 706 Preparation Part 1: Overview Including Portability 26-27
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TBD
2.0 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Balance Sheet Management: The Least Understood Risk” 26-27
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TBD
4.0 Credits
Member Price: $99
Intentionally managing your balance sheet to reduce risk. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand the analysis and decision-making process through real-world examples and five interactive case discussions.
AI 101 for CPAs: Core Concepts and Practical Applications 26-27
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TBD
2.0 Credits
Member Price: $99
ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work What inherent risks are associated with this powerful technology Actionable steps you can take to mitigate the risks Practical examples of how AI can be applied in accounting, auditing, tax and finance services
Form 706 Preparation Part 2: Reporting Assets 26-27
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TBD
2.0 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Form 706 Preparation Part 3: Reporting Deductions 26-27
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TBD
2.0 Credits
Member Price: $99
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Vows Made Visible: Ethics and the Call of the Profession 26-27
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
Estate Planning Strategies Using Irrevocable Trusts 26-27
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TBD
6.0 Credits
Member Price: $259
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
Tax Talks April 2027
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TBD
1.5 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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TBD
2.0 Credits
Member Price: $99
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Accounting Fraud 26-27
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TBD
8.0 Credits
Member Price: $329
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
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
Financial Statement Disclosures 26-27
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TBD
8.0 Credits
Member Price: $329
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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TBD
8.0 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working