CPE Course Catalog
 

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  • 4 Credits
    Online

    Balance Sheet Management: The Least Understood Risk

    Location: Online
    Member Price: $129.00

    Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and...

  • 2 Credits
    Online

    Centralized Partnership Audit Rules

    Location: Online
    Member Price: $79.00

    2018's filing season brought new questions about how the IRS audits Centralized Partnership returns. This course addresses those questions and provides direct and succinct answers, so the practitioner knows what to expect going forward. Additionally, this course will enable the practitioner to...

  • 8 Credits
    Online

    Financial and Tax Accounting for Business Entities

    Location: Online
    Member Price: $229.00

    This course compares and contrasts the financial accounting for partnerships, LLCs, and S corporations, with the tax accounting aspects for these entities. The first part of the program will discuss the important differences between financial accounting and tax accounting for partnership...

  • 8 Credits
    Online

    IRAs and Roth IRAs - Pots of Gold at the End of the Rainbow

    Location: Online
    Member Price: $195.00

    Systematic saving and intelligent use of tax breaks is critical to being able to retire at all and retire well. This course locks down on building a future to count on. Updated in July 2018, the course takes a fresh look at the tax and asset protection aspects of individual retirement accounts...

  • 2 Credits
    Online

    K2's A Scary Ride Through the Dark Web

    Location: Online
    Member Price: $79.00

    You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience...

  • 2.2 Credits
    Online

    K2's Power BI - Advanced Reporting

    Location: Online
    Member Price: $79.00

    In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI's advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with...

  • New 2 Credits
    Online

    Office 365 - Getting Started the Right Way

    Location: Online
    Member Price: $79.00

    Are you contemplating using Office 365 for yourself, your organization, or firm? Taking this course provides important information to help you deploy it successfully. Too often, Office 365 is prematurely deployed with limited understanding of how to go about the process, or even where to...

  • 8 Credits
    Online

    The Best Individual Income Tax Update Course by Surgent (BITU)

    Location: Online
    Member Price: $259.00

    This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date...

  • 2 Credits
    Online

    Ethics and Opportunities of Voice-Enabled Digital Assistants

    Location: Online
    Member Price: $79.00

    The course provides a concise overview of the key ethical considerations and practical business opportunities for practitioners related to voice-enabled digital assistants. These technologies include Google Assistant, Amazon Alexa, Apple Siri, Microsoft Cortana, Samsung Bixby, and others. One...

  • 2 Credits
    Online

    Becoming a Great Predictor: Create Better Forecasts

    Location: Online
    Member Price: $79.00

    Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to...

  • 4 Credits
    Online

    Employment Tax - Cutting Taxes and Thwarting Catastrophes

    Location: Online
    Member Price: $129.00

    This session demonstrates how to competently reduce employment tax liabilities, stay on top of continually changing IRS (and state) demands and avoid related calamities. Author instructor Bradley Burnett, who has practiced heavily in the employment tax arena for 34 years and counting, brings a...

  • 1.2 Credits
    Online

    Stopping and Preventing Workplace Harassment

    Location: Online
    Member Price: $39.00

    With the advent of the #MeToo movement and the rise of high profile sexual harassment incidents, workplace harassment has taken on an even more critical role in the HR. Learn how to navigate this role and help your organization create and maintain a harassment-free workplace.

  • 3 Credits
    Online

    How to Not Get Crushed by Income Tax Collection from a Partnership - Centralized Partnership IRS Audit Rules: Biggest Change

    Location: Online
    Member Price: $99.00

    Learn about Centralized Partnership IRS Audit Rules, one of the biggest changes in history of partnership taxation. Partnerships will be taxed like C Corps if we don't defend. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE...

  • 3 Credits
    Online

    Insurance Agency Accounting for Dummies and Geniuses

    Location: Online
    Member Price: $99.00

    This Course defines the most commonly used terminology related to accounting issues. It explains that primary setup decisions that an agency/brokerage management team must make in creating or revamping its reporting systems. It also discusses options in aggregating necessary financial...

  • 2.2 Credits
    Online

    K2's Sales Tax Compliance In A Post-Wayfair World

    Location: Online
    Member Price: $79.00

    Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the...

  • 2.2 Credits
    Online

    Understanding the Entities: Planning and Compliance

    Location: Online
    Member Price: $79.00

    In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner's knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice...