CPE Catalog & Events
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
-
TBD
2.0 Credits
Member Price: $79
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
Managerial Accounting: Your Prescription for Better Decision Making
-
TBD
4.0 Credits
Member Price: $129
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
What's Changing in Risk Assessment
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
Deep Dive into Common Auditing Deficiencies
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook GAAS
S Corporation Checkup: Tax Issues & Forms Reporting
-
TBD
4.0 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
K2's Excel Best Practices
-
TBD
8.0 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Year-End Tax Planning: Thinking Outside the Box
-
TBD
4.0 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Business Tax Update: Recent Developments
-
TBD
2.0 Credits
Member Price: $79
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Expand Your Analytical Toolbox More Tools for Success
-
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
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
-
TBD
8.0 Credits
Member Price: $245
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
K2's Harnessing ChatGPT - Unlocking Professional Efficiency
-
TBD
1.0 Credits
Member Price: $39
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
Individual Tax Update: Recent Developments
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Spring Tax Update for Business with Steve Dilley
-
TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
Spring Tax Update for Individuals with Steve Dilley
-
TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
-
TBD
4.0 Credits
Member Price: $129
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
2025 Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Accounting Standards Updates Auditing & Accounting Yellowbook
2025 Annual Update for Accountants & Auditors
-
TBD
6.0 Credits
Member Price: $189
Accounting Standards Updates Auditing & Accounting Yellowbook
CPAxPACK: Monthly Federal Tax Updates: Stay Informed on Tax!
-
TBD
24.0 Credits
Member Price: $499
The major topics that will be covered in this course include:Current individual tax issues. Current business entity tax issues. Any current tax legislation occurring during the period. Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.
CPAxPACK: Unlock Power BI with Comprehensive Data Analysis
-
TBD
10.0 Credits
Member Price: $249
The major topics that will be covered in this course include:All courses in this Pack are presented by Bryan Smith.Course 1: Get started with Power BICPE: 2Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools.Course 2: Clean, transform & load data in Power BICPE: 2Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.Course 3: Create measures in Power BI that define your MetricsCPE: 4Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks.Course 4: Power BI - Bringing It All Together for Data AnalysisCPE: 2Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights.