CPE Catalog & Events
K2's Formatting Excel Spreadsheets The Right Way
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TBD
2.0 Credits
Member Price: $79
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates
K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $79
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
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TBD
2.0 Credits
Member Price: $99
Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs. Section 179 expensing Energy incentives The tangible property regulations 1031 exchanges Strategic hierarchy
Surgent's Taking Advantage of Installment Sales
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TBD
2.0 Credits
Member Price: $99
How does the IRC define an installment sale under IRC Sec 453? When can a taxpayer utilize the provisions of IRC Sec 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method? Reporting an installment sale when related parties are involved Calculating an installment sale How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?
Surgent's Tax Research
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TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Fraud Case Studies: Professional Misbehavior in the 21st Century
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TBD
4.0 Credits
Member Price: $129
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
Common Yellow Book & Single Audit Deficiencies
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
K2's Working Remotely- The New Normal
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TBD
4.0 Credits
Member Price: $129
Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely
Ethics: How to Run Your Business Well
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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TBD
4.0 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Cryptocurrency Transactions: Navigating Federal Tax Rules
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TBD
1.0 Credits
Member Price: $29
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
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
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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TBD
2.0 Credits
Member Price: $79
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
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
K2's Taking Another Look At PDFs
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TBD
2.0 Credits
Member Price: $79
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters