CPE Catalog & Events
Social Security Basics and Strategies for Maximizing Benefits 25-26
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TBD
8.0 Credits
Member Price: $329
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Titans Annual Federal Tax Planning: Business & Estate Update 25-26
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TBD
8.0 Credits
Member Price: $329
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2026
Ethics: How to Give and Receive Criticism the Right Way
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Money Laundering 101 for CPAs
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
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
Best-In-Class Recruiting Strategies
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TBD
1.0 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
Mastering Communication Skills for the CPA
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TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
The New Quality Management Standards - What Everyone Needs to Know
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TBD
2.0 Credits
Member Price: $79
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
Introverts Have Real Power, Why Quiet Leaders are So Successful
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TBD
2.0 Credits
Member Price: $79
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
2024 PCAOB and SEC Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
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?
Schedule K-1: What is it & What Do I Do with It?
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TBD
2.0 Credits
Member Price: $79
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Critical Technical Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $129
A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)
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
K2's Paperless Office
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TBD
8.0 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
Shortcuts to Personal and Professional Success
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TBD
8.0 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Analyzing Financial Statements
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Two Types of Goals You Need to Be Successful
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TBD
1.0 Credits
Member Price: $79
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance