CPE Catalog & Events
2024 Risk Assessment & Internal Control
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Online
1.50 Credits
Risk Assessment Internal Controls Common Deficiencies
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Power BI - Create Excel Dashboards for Maximum Impact
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Online
2.00 Credits
Dashboard design guidelines Using Excel features to create visuals Using visuals to create dashboards Introduce new Power BI tools that enhance visual and dashboard creation
2024 Financial Statement Presentation and Disclosure
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Online
4.00 Credits
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Tax Depreciation: Review & Update
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Online
4.00 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Like-kind Exchanges in Real Estate Transactions
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Online
2.00 Credits
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few ƒ?olegal tax sheltersƒ?? still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
2024 Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
2024 Real Estate Tax Update
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Online
4.00 Credits
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
2024 Reference Rate Reform
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Online
1.00 Credits
Reference Rate Reform LIBOR SOFR
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Communication Feedback Management Leadership
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
2024 Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Code of Professional Conduct Fraud Professional Skepticism
2024 Yellow Book Update
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Online
2.00 Credits
Quality Management Risk Assessment SQMS Independence
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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Online
4.00 Credits
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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Online
4.00 Credits
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team