CPE Catalog & Events
K2'S Artificial Intelligence For Accounting And Financial Professionals
-
TBD
4.5 Credits
Member Price: $129
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
Fraud, Controls & Ethics: Best Practices & Case Studies
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
How Prevalent Is Retaliation Within Your Culture?
-
TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
-
TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
The SECURE Act 2.0 - Planning Opportunities for Individuals
-
TBD
1.2 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
K2's Advanced Collaboration Solutions
-
TBD
2.0 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Ethical Intelligence for Artificial Intelligence
-
TBD
2.0 Credits
Member Price: $79
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
The Three Million Dollar Ribbon
-
TBD
2.0 Credits
Member Price: $79
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
1040 Tax Prep Automation with AI Tools
-
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.
Advanced Cost Accounting: Eliminate Calculation Distortions
-
TBD
2.0 Credits
Member Price: $79
Cost Accounting
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance
-
TBD
2.0 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
-
TBD
2.0 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
TBD
2.0 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Surgent's Top Business Tax Planning Strategies
-
TBD
2.0 Credits
Member Price: $99
Complying with the beneficial ownership information reporting requirements The current status of the Employee Retention Credit Voluntary Disclosure Program Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers Monetizing energy credits Amortization of research and experimental expenditures Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners Contributions to Roth “catch-up” plans Roth contributions to a SEP and Simple IRA Employer matching contributions to a Roth account Section 179 and bonus depreciation Roth 401(k) contributions no longer subject to RMDs during the owner’s lifetime
2025 Accounting & Auditing Update
-
TBD
3.0 Credits
Member Price: $99
Accounting Standards Updates Auditing & Accounting Yellowbook
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
TBD
4.0 Credits
Member Price: $129
Business Management Organization
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
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
TBD
4.2 Credits
Member Price: $129
Business Management Organization
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
-
TBD
8.0 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
K2's Next Generation Excel Reporting
-
TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports