CPE Catalog & Events

The Art of Marketing for CPAs

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

Shortcuts to Personal and Professional Success

1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you  3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5.  What makes people really happy—and what doesn’t  The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business

A Practical Guide to Trusts

The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues

PCAOB Updates

Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors

K2's 2023 Top PDF Features You Should Know

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

K2's 2023 Next Generation Excel Reporting

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

Mastering Charitable Remainder Trusts and Form 5227Compliance

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

K2'S 2022 Options To Automate Your Tax Preparation Workflow

Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice

Getting On Top of It All: How to Work Smarter, Not Harder - Part 1

Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all

Next Steps Series - Greatness: Building a Productive, Resilient Workforce

Hiring the "best fit" for tough jobs at all levels Cloning your top performers Motivating and managing for the long term Feedback for all generations How to manage millennials High performers The employee/employer relationship Core values highly regarded by all generations

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

K2's 2023 QuickBooks for Accountants

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Let's End Business Ethics

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

K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency

Information Technology Cryptocurrency Blockchain

K2's 2023 Securing Your Data: Practical Tools For Protecting Information

Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk

K2'S 2022 Artificial Intelligence For Accounting And Financial Professionals

Information Technology Artificial Intelligence (AI)

Getting On Top of It All: How to Work Smarter, Not Harder - Part 2

Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all

When Leadership Fails

Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory

The Controllership Series - Sales, Collections and Customer Credit

Accounting Sales Collections

Understanding and Preventing Budget Calamities

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types