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CPE Catalog & Events

Showing 24982 Third Party Webinars Results

Estate and Financial Planning for the Older Client

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TBD

8.0 Credits

Member Price: $225

Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients

Supervision/Management Competencies: An Ethical Approach

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills

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

Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments

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TBD

1.0 Credits

Member Price: $39

HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey

K2's Accounting Automation

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TBD

1.0 Credits

Member Price: $39

Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts

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

Behind the Curtain: Exploring IRS Audit Technique Guides

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

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?

Taxation of Judgements and Settlements

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TBD

2.4 Credits

Member Price: $79

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

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

Business Consulting for CPAs

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TBD

4.0 Credits

Member Price: $129

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application

LLC's & S Corps -- A Comparative Analysis

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TBD

4.0 Credits

Member Price: $129

Comparative analysis of LLCs and S Corporations Entity formation, compliance, and operational structures Self-employment tax and its implications for LLCs and S Corporations Form 2553 preparation and relief for late filings Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application S Corporation eligibility errors and corrective measures Corporate governance and formalities for both entity types Shareholder stock and debt basis for S Corporations Forms 1120S, 1065, and related schedules (K-1, K-2, K-3) Officer reasonable compensation and general partner guaranteed payments Audit strategies, estate planning, and business continuation planning

KPI Bootcamp for Small Businesses

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TBD

5.0 Credits

Member Price: $159

Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment

2025 Accounting & Auditing Update for Small Businesses

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TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.

Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers

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TBD

1.0 Credits

Member Price: $39

Persuasion Executive Buy-In Communication Leadership

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

Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 25-26

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TBD

2.0 Credits

Member Price: $99

Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)

K2'S Tech Update

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TBD

2.0 Credits

Member Price: $79

Trends in AI and machine learning Applications of quantum computing in accounting and finance The growing role of blockchain and digital currencies in accounting Innovations in software and hardware

K2's Automation - Beyond The Basics With The Microsoft Power Platform

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TBD

2.0 Credits

Member Price: $79

Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions Challenges and risks of automating business processes

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?