CPE Catalog & Events
Financial & Tax Accounting for S Corporations
-
TBD
4.0 Credits
Member Price: $129
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
Fiduciary Accounting & Tax Planning for Estates & Trusts
-
TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Is Activity-Based Costing the Right Tool for Your Organization?
-
TBD
2.0 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Was It Fraud or Just Poor Audit Quality?
-
TBD
1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Just Ask Why - Searching for Answers: Generating Solutions
-
TBD
4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Introduction to Forensic Accounting
-
TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Benford's Law and Other Digital Analysis Techniques
-
TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Data Analytics: Practical Insights for Today's Accountant
-
TBD
2.0 Credits
Member Price: $79
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
K2's Automation - Beyond The Basics With The Microsoft Power Platform
-
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
Partnership & S Corporations: How to Calculate Basis
-
TBD
4.0 Credits
Member Price: $129
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
Optimize Your Staff's Performance
-
TBD
4.0 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Preparing to be a Forensic Accountant - Cloud Forensics
-
TBD
1.4 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Upholding Independence While Holding Your Client's Hand
-
TBD
2.0 Credits
Member Price: $79
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
TBD
2.0 Credits
Member Price: $79
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
Partnership Checkup: Tax Issues & Forms Reporting
-
TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
Understanding the Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
TBD
2.0 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Tech It to the Next Level: Slim Your Team for Max Efficiency
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
Audit Risk Assessment in Plain English
-
TBD
2.0 Credits
Member Price: $79
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment