CPE Catalog & Events
Individual Tax Update: Recent Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings
K2's CPA Firm Update
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TBD
2.0 Credits
Member Price: $79
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations Optimal technology stacks to enhance firm productivity, efficiency, and profitability Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Microsoft Teams - Everything You Need to Know from A to Z
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystemHow to effectively design your teams / channels configurationDetailed review of all the features for creating conversation postsDetailed review of all the features for creating, editing and managing Office files within the Teams appHow to use the search features to find Teams content instantlyStep by step review of how to host and participate in Teams online meetingsUsing Teams calling features for your phone systemHow to manage your notification settings in TeamsAnd more
An Exhaustive Look At Fraud and Ways To Control It
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
Improve Spreadsheets by Building Controls in Excel
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust
Are Those Independent Contractors Really Independent Contractors?
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TBD
1.0 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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TBD
2.0 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
HR Investigations - Episode 2 - Interview Techniques
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TBD
2.0 Credits
Member Price: $79
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
Hot Topics Audit & Attest Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
K2'S Eight Awesome PivotTable Features
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TBD
2.0 Credits
Member Price: $79
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
Surgent's A Complete Tax Guide to Exit Planning
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TBD
2.0 Credits
Member Price: $99
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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TBD
2.0 Credits
Member Price: $99
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
Dashboard and Report Design Principles Using Excel
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TBD
4.0 Credits
Member Price: $129
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation
Building Personal Leadership Skills
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TBD
4.0 Credits
Member Price: $129
Leadership Personality Types Communication Uses of AI in the work place
Guide to Preparing Form 1041 for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
K2's Securing Your Data: Practical Tools For Protecting Information
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TBD
4.0 Credits
Member Price: $129
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts