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CPE Catalog & Events

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K2's 2023 Kicking It Up A Notch With KPIs

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Online

1.00 Credits

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

Revenue Recognition, Financial Instruments, and Leases

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Virtual

1.00 Credits

FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation

Planning in an Uncertain World

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Online

2.00 Credits

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

Why Auditors Fail To Detect Fraud

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Online

2.00 Credits

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

Ethical AI Practices for CPAs: Ensuring Responsible Use

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

The Art of Marketing for CPAs

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Online

4.00 Credits

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

Forensic Accounting: Finding Hidden Treasure in Tax Returns

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads

Shortcuts to Personal and Professional Success

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Online

6.00 Credits

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

A Practical Guide to Trusts

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Online

8.00 Credits

The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues

Navigating IRS Collections: Overview of Form 433 & OIC

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines.When to use Forms 433-A or 433-B and required documentation.Offer in Compromise (OIC): criteria, process, and practical considerations.Payment options: installment agreements, partial payment plans, and OIC.Advising clients on IRS collections and avoiding penalties.Compliance strategies for minimizing tax liabilities.Real-world scenarios and examples for tax debt resolution.

PCAOB Updates

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Virtual

1.00 Credits

Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors

Forgotten Managerial Accounting Tools for CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis

K2's 2023 Top PDF Features You Should Know

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Online

4.00 Credits

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 2023 Next Generation Excel Reporting

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Online

8.00 Credits

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

Noble Leadership: An Ethical Approach

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity

Mastering IRS Form 7217: Partnership Property Distributions

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions

Mastering Charitable Remainder Trusts and Form 5227Compliance

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Online

2.00 Credits

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

K2'S 2022 Options To Automate Your Tax Preparation Workflow

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Online

2.00 Credits

Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice

Power BI - Bringing It All Together for Data Analysis

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Virtual

2.00 Credits

The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity.Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models.Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models.Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.

Surgent's Introduction to Forensic Accounting

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Virtual

4.00 Credits

Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting