CPE Catalog & Events
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Accounting Finance
Let's End Business Ethics
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Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Accounting Sales Collections
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Accounting Finance Financial Statements
K2's CRM - The Ultimate Business Automation Tool
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Online
2.00 Credits
Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
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
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
K2's Paperless Office
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Online
8.00 Credits
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
Fraud Risk Management
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Online
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
K2's Collaboration - Best Platforms And Practices
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Online
2.00 Credits
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
Estate Planning Strategies: Advanced Techniques and Tools
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Online
8.00 Credits
Legislative and regulatory changes in estate and gift taxation Wealth transfer strategies under the new administration Charitable deduction planning and compliance requirements Advanced estate planning tools, including split-interest trusts Using closely held stock for charitable contributions Generation-skipping transfer tax planning Strategic use of life insurance in estate planning
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Accounting Finance Operations
International Tax Treaties
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Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
K2's Getting Started With Artificial Intelligence
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Online
2.00 Credits
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Budget Mastery: Process, Problems, and Solutions
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Online
2.00 Credits
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
Passive Activities & Rental Real Estate Income Tax Issues
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Online
8.00 Credits
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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Online
8.00 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
