CPE Catalog & Events
2024 The Preparation of Form 706 and 709 - Line-by-Line
-
Online
4.00 Credits
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Small Business Risk Avoidance
-
Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
2024 Topic 842 - Implementing Leases Workshop
-
Online
4.00 Credits
Leases Topic 842 Recognition & Measurement
The SECURE Act 2.0 - Planning Opportunities for Employers
-
Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Performance Targets That Deliver Results Without Burnout
-
Online
1.20 Credits
Performance target design Target testing
The SECURE Act 2.0 - Planning Opportunities for Individuals
-
Online
1.20 Credits
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Optimize Your Staff's Performance
-
Online
4.00 Credits
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
2024 Estate and Financial Planning for the Older Client
-
Online
8.00 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Contract and Procurement Fraud
-
Online
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
2024 A Guide to Sampling - Part 2
-
Online
2.00 Credits
Sampling ICFR Single Audit Sampling
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
-
Online
2.00 Credits
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query
2024 Not-for-Profit Accounting Update
-
Online
4.00 Credits
NAC CECL Leases
2024 The Complete Guide to the Preparation for Form 1041
-
Online
8.00 Credits
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
K2's 2023 The Digital Home
-
Online
2.00 Credits
Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip
Planning for Small Business Success
-
Online
4.00 Credits
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2024 AICPA Regulatory Ethics Update
-
Online
2.00 Credits
NOCLAR 529 Plans Recently Issued Interpretations
K2's 2024 Advanced Collaboration Solutions
-
Online
2.00 Credits
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
2024 Accounting & Auditing Update for Small Businesses
-
Online
4.00 Credits
FRF for SMEs Quality Management Private Company Council
Fraud Risk Management
-
Online
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
K2'S 2023 Top Ten Outlook Tips
-
Online
2.00 Credits
Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards Store emails in better places so you can reference them faster Stop typing and use templates instead