CPE Catalog & Events
2024 Individual Tax Update with Steve Dilley
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Online
2.00 Credits
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
K2's 2023 Advanced Excel
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Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
2024 Internal Control Fundamentals
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Online
2.00 Credits
Risk Assessment Internal Controls COSO
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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Online
2.00 Credits
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
2024 Business Tax Update with Steve Dilley
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Online
2.00 Credits
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
2024 Topic 842: Understanding the New Lease Accounting Standard
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Online
2.00 Credits
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Online
2.00 Credits
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
K2's 2023 Advanced QuickBooks Tips And Techniques
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Online
4.00 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Independence Threats Safeguards
2024 Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Leadership Recognition Total Rewards Employee Engagement
K2's 2024 Excel Best Practices And Features
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Online
2.00 Credits
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
2024 Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
2024 Federal Tax Update - Partnership Updates
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Online
2.00 Credits
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
2024 Guide to Depreciating & Expensing Business Assets
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Online
2.00 Credits
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
K2's 2023 Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Don Farmer's 2024 Federal Tax Update
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Virtual
8.00 Credits
The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act; 2) A review of any tax legislation enacted in 2024; 3) FinCEN's beneficial ownership information reporting rules; 4) Regulations modifying the required minimum distribution (RMD) rules for 2024; 5) An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles; 6) Employee Retention Credit Developments; 7) 1099-K reporting rules for 2024; 8) Digital asset developments; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments.
How to Double Your Firm's Revenue Through CFO and Advisory
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Online
1.00 Credits
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Accounting Finance Cash Investments
Using ChatGPT with Excel
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros