CPE Catalog & Events
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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TBD
3.0 Credits
Member Price: $129
Leadership Management
K2's Implementing Internal Controls In Quickbooks Environments
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TBD
4.0 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
K2's Technology For CPAs - Don't Get Left Behind
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TBD
8.0 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
S Corporation (Form 1120S) - Formation to Liquidation
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TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
Accounting for and Auditing Cryptocurrency & Digital Assets
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
K2'S Privacy Issues And Solutions - What You Need to Know!
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TBD
1.0 Credits
Member Price: $39
The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print
Resolving Ethical Dilemmas-You Make the Call
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TBD
1.5 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
Introduction to Governmental Budgeting
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TBD
2.0 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
Best Non-Google Search Tools for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 25-26
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TBD
2.0 Credits
Member Price: $99
Review of New Rules under IRC Sec. 67(g) Review Surprises to Simple Trusts under IRC Sec. 67(g) Presentation Issues with IRC Sec. 199A Deduction and the Tier System Special Rules Relating to the Charitable Contribution Deduction Problem Examples
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
Accounting Analysis Basics 25-26
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TBD
4.0 Credits
Member Price: $175
Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet
Planning for Small Business Success
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TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2025 A&A Update With Technology Implementation
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).
Implementing and Maintaining an Internal Control System 25-26
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TBD
8.0 Credits
Member Price: $329
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Introduction to Yellow Book: 8-Credit Boot Camp
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TBD
8.0 Credits
Member Price: $225
Accounting & Auditing Yellowbook Uniform Guidance
Individual Tax Update: Key Considerations for 2025
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TBD
8.0 Credits
Member Price: $225
2025 Tax Provision Sunsets Proposed individual tax provisions Recent legislative developments, cases and rulings impacting individual taxpayers ACA premium tax credit Inflation Reduction Act update 2026 inflation rates FBAR update Virtual currency and enforcement Property transactions Gross income and deductions
1040 Tax Prep Automation with AI Tools
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.