CPE Catalog & Events
K2's 2023 Microsoft Teams
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TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
2024 Multistate Taxation - Issues and Planning Opportunities
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TBD
8.0 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Business Federal Tax Update - Navigating the Current Tax Landscape
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TBD
8.0 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
Creating A Coaching Culture in Your Company
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TBD
3.0 Credits
Member Price: $99
What is and is Not Coaching Definition of Culture and a Coaching Culture Historical and Current Views of Coaching Coaching Competencies Solution Focused Coaching Framework Coaching Culture Framework Coaching Results Measuring Success of Coaching
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $49
Accounting Finance Cashflow
ChatGPT for Accountants: 50+ Use Cases
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
PFP Update: Income Tax, Retirement and Estate Planning 2024
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TBD
2.0 Credits
Member Price: $89
• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions
The New Psychology of Fraud Part 1 2024
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TBD
2.0 Credits
Member Price: $89
• Behavioral profiling • Psychology and reasoning related to both investigators and perpetrators
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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TBD
4.0 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Complete Guide to the Preparation for Form 1041- 6 hour
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TBD
6.0 Credits
Member Price: $189
How to prepare a Form 1041 Understanding of distributable net income (DNI) Understanding of income in respect of a decedent (IRD) Line-by-line instruction Specific issues regarding a decedent’s estate Specific issues regarding a trust Classification of trust entities Understanding various fiduciary issues Understanding the basics of Subchapter J of the Internal Revenue Code
Beyond the Veil: Cryptocurrency & Crime
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TBD
1.5 Credits
Member Price: $39
Common types of fraud involving cryptocurrency Hiding Cryptocurrency Physical Evidence of Cryptocurrency Blockchain Data Analytics
Erase the Mark: Best Practices in Penalty Abatement
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Understanding the New Forms K-2 and K-3
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
2024 Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Forensic and Fraud Interviewing Techniques and Skills
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TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Audit 306: Reviewing Workpapers - A Role in Quality Control
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
K2's 2023 Excel Charting And Visualizations
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TBD
4.0 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
An Ethical Framework - How It Works
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TBD
2.0 Credits
Member Price: $89
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies