CPE Catalog & Events
Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Tax Season Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Update and integration of recent tax legislation impacting 2025 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2026 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
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
How Much Are Your Ethics Worth?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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TBD
1.0 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
K2's The Best Kept Secrets Of Microsoft 365
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TBD
2.0 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
K2's Time To Advance Automation - Strategies And Tools For Efficiency
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TBD
2.0 Credits
Member Price: $79
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
Build Better Budgets: Fundamental Techniques
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TBD
2.0 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $79
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
Officer Compensation Audits: What It Is and How to Defend It
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TBD
2.0 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Using AI to Instantly Transform Ideas into Revenue Streams
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
Income Tax Analysis: Exploring In-Depth Concepts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income
K2's Harnessing ChatGPT - Unlocking Professional Efficiency
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TBD
1.0 Credits
Member Price: $39
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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TBD
1.0 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
Financial Statement Fraud
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TBD
2.0 Credits
Member Price: $79
Fraud Auditing Yellowbook
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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TBD
2.0 Credits
Member Price: $79
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
A Working Parent's Guide to Prioritizing Mental Wellness
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.
Section 199A Rules and Forms Reporting
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TBD
2.0 Credits
Member Price: $79
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart