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CPE Catalog & Events

Showing 12870 All Events Results

K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection

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Online

8.00 Credits

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

Passive Activities & Rental Real Estate Income Tax Issues

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Online

8.00 Credits

Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402

Fraud & Embezzlement: Case Studies from the Trenches

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Virtual

2.00 Credits

The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.

Preparing to be a Forensic Accountant - Focus on Network Forensics

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Online

1.50 Credits

Forensic Accounting Accounting Auditing Finance

CFO & Controller Critical Skills: Budgeting & Forecasting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

The New AICPA Statements on Standards for Tax Services

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Online

2.00 Credits

Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

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

Current Nonprofit Fraud Trends

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

K2's Excel PivotTables for Accountants

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Online

8.00 Credits

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables

Forgotten Managerial Accounting Tools for CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis

2025 A&A Update With Technology Implementation

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).

Accounting for Digital Assets under US GAAP: Classification, Measurement, and Recognition

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Virtual

1.00 Credits

Brief overview of digital assets. How to account for investments in crypto assets, like bitcoin. How to account for the receipt of digital assets when received as consideration from a contract with a customer. How to apply the intangible asset accounting model to holdings of digital assets. How to account for the sale of digital assets. Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets.

Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs

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Online

2.00 Credits

Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom

International Cross Border Transactions

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Online

2.20 Credits

International cross border transactions.    Decrease an entities effective tax rate.  IRS audit risk 

The Ethic of Teamwork

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

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Virtual

2.00 Credits

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Effective Governance for Nonprofit Success

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Online

1.00 Credits

Yellowbook Accounting and Auditing Nonprofit

The Controller Function - Strategic and Annual Planning

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Online

1.20 Credits

Accounting Finance Auditing

Take Command of your Time

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Virtual

2.00 Credits

The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)

Surgent's Fundamentals of Public Charity Taxation and Form 990

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Virtual

4.00 Credits

Organization and structure of Form 990 Form 990  and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues