CPE Catalog & Events
Business Intelligence (BI) and Business Analytics (BA)
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TBD
2.0 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Surgent's Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Exploring Business Valuation Fundamentals
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TBD
2.0 Credits
Member Price: $119
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
K2's Data Analytics for Accountants and Auditors
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TBD
4.0 Credits
Member Price: $129
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform Using regression analysis to create and validate forecasts and projections
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW 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 a 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 a S corporation and a partner’s interest in a partnership What constitutes debt basis for a 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 effect a partner or member’s basis calculations and amount at-risk
K2's Accountant's Guide To QuickBooks Online
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TBD
8.0 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
HR's Role in Business Evolution: Strategy, Finance, and Growth
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TBD
2.0 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Crypto, Blockchain and Taxes
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TBD
2.0 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Preparation, Compilation and Review Engagements
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TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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TBD
2.0 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
FASB & AICPA Update for Tax Professionals (Highlights) 26-27
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TBD
2.0 Credits
Member Price: $99
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS
K2's Excel Tips - Today's Best Features
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TBD
2.0 Credits
Member Price: $79
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
Ethics in the Real World 26-27
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TBD
4.0 Credits
Member Price: $175
Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve
Practical Ethics and Circular 230 Compliance for CPAs and EAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Metrics Management: Choose and Use Key Performance Indicators 26-27
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TBD
8.0 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of the business-related tax changes in the One Big Beautiful Bill Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
The Art of Accountability: Effective Strategies for Tough Conversations
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TBD
1.0 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement