CPE Catalog & Events
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Modernizing the §1031 Exchange Using Delaware Statutory Trusts to Better Serve Clients - VIRTUAL
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Online
2.00 Credits
Member Price: $105
Core requirements of a valid §1031 exchange and the importance of engaging a qualified intermediary before closing on the relinquished property How DSTs are structured and why beneficial interests in properly structured DSTs may qualify as replacement property for §1031 purposes The IRS-imposed structural limitations on DSTs, sometimes described as the “Seven Deadly Sins” How DSTs can help clients move from active real estate management to a more passive ownership model Tax planning considerations, including potential deferral of capital gains tax, depreciation recapture tax, and net investment income tax Key strategic advantages, including access to institutional-quality real estate, diversification, non-recourse debt, simplified tax reporting, closing efficiency, and estate planning flexibility Key disadvantages and risks, including illiquidity, lack of investor control, fees, sponsor dependence, structural inflexibility, real estate risk, and accredited investor requirements Planning issues involving liquidity events, return-to-active-management options, §1033 applications, and the §721 UPREIT “one-way election” concern
K2's AI - Security And Privacy Issues
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Online
2.00 Credits
Member Price: $105
Major provisions of security and privacy policies , Key risks associated with using commercial AI tools , Steps to take to mitigate AI security and privacy risks
K2's Time To Advance Automation
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Online
2.00 Credits
Member Price: $105
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey , Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools , Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows , Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
K2's Ethics and Technology
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Online
4.00 Credits
Member Price: $180
Understanding the differences between ethics, morals, and laws , Key technology issues that can impact ethical behavior in businesses , Examples of potential ethical conflicts precipitated by modern technologies
K2's Top Ten Productivity Booster Apps in Microsoft 365
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Online
2.00 Credits
Member Price: $105
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places , Optimizing task and project management: Planner, Lists, and To Do , Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
K2's Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Member Price: $105
Understanding the differences between data security and data privacy , The major types of security and privacy breaches , Key steps you can take to mitigate your risks of becoming another victim
K2's Excel Best Practices And Features
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Online
2.00 Credits
Member Price: $105
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
K2's Best Word, Outlook, and PowerPoint Features
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Online
4.00 Credits
Member Price: $180
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
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Member Price: $330
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
K2's Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 Credits
Member Price: $330
Fundamental Excel techniques all accounting and financial professionals should know and use , Creating date-based calculations in Excel , How to create Excel templates , Key options you should enable in Excel , Linking data in Excel
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $330
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
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $105
• Establishing and administering a Trump Account under § 530A • Election requirements and the Form 4547 process • Structural distinction between Trump Accounts and the pilot contribution program (§ 6434) • Eligibility rules for account opening and pilot contributions • Contribution types, limits, and coordination across multiple sources • Employer contributions under § 128 • Investment limitations during the growth period • Basis tracking and tax treatment of contributions • Distribution rules before and after age 18 • Transition to traditional IRA rules • Comparison with 529 plans, Roth IRAs, and custodial accounts • Planning opportunities and potential compliance risks • Areas where guidance remains incomplete under proposed regulations
Data Government and Privacy For Organizations - GDPR and CCPA
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Cybersecurity 2026 Defense for CPAs
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Online
2.00 Credits
Member Price: $105
Navigating Windows 11 Security Features for CPAs, Counteracting Ransomware and Phishing in Finance, Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance
Taxation of Tips and Overtime Under OBBBA
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Online
2.00 Credits
Member Price: $105
• $12,500 deduction per individual for qualified overtime pay • Payment of overtime under the Fair Labor Standards Act (FLSA) • Calculating the "premium portion" of the extra half-time pay • Social Security and Medicare withholding • Employer furnishing the record of qualified overtime compensation to employees • Definition of a qualified tip • IRS list of traditionally-tipped occupations • $25,000 deduction for reported tips • The transition rule allowing employers to indicate the approximate amount designated as tips or overtime • State tax issues relating to tips and overtime • Changes in the W-2 reflecting new employer reporting responsibilities
Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
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Online
4.00 Credits
Member Price: $180
Understanding Blockchain and Cryptocurrency, Major Features, Benefits and Risks of Blockchain and Cryptocurrency, Tax Strategies for Cryptocurrency Transactions and Compliance, Implementing Blockchain in Business Accounting Systems, Navigating Estate Planning with Digital Assets
K2's Strategic Automation: Agentic AI Platform Applications
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Online
2.00 Credits
Member Price: $105
Integration Platform as a Service Foundations, Agentic AI Workflow Integration Strategies, Practical Business Automation with Agentic AI
Fraud in Today's Workplace: What Accountants Need to Know
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Charting, Graphing, and Mapping Data Made Easy!
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Online
2.00 Credits
Member Price: $105
Crafting Visuals: Selecting the Right Chart Type, Excel Charting: From Basic to Advanced Techniques, Integrating Charts: Microsoft Office Suite Mastery, Data Storytelling: Converting Numbers into Narratives
CFO Series: Decision Making in an Irrational World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? • How and why ambiguity is good, and how certainty can be harmful. • How the past blinds us to the real future. • What is the difference between risk and uncertainty? • Managing measurable risk and unmeasurable risk. • We need to ask, "What could happen, not what will happen?" • Why have our current planning approaches failed? What can we do to improve? • The need to analyze decisions from multiple perspectives, why we must 'think twice'? • Probabilities are not necessarily predictive. How statistics can be misused and misunderstood - thus increasing risk. • Not everything can be anticipated, e.g., the success of Google. • We must focus on our goal. • Our plans must be flexible! Module 2: Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting? • Better plans require more planning, what do we need to change in our decision process? o How to use the OODA loop and other decision models? o New lessons from the Judgement of Solomon • Why do the best performing organizations always plan for the unexpected? o Multiple scenarios always! • Experiments always lead to success. • Tools to deal with randomness, including: o The Scientific Method, re-framing, and periodic reality checks. • Choosing the right, relevant costs? o The sunk cost fallacy reexamined o Opportunity costs. o Relevant costs for responsibility accounting. o Product or process continuance or discontinuance. o Fixed costs vs avoidable costs. Short run and long run. • Decision dynamics: How can today's right decision turn sour tomorrow? o Unintended consequences o Selling surplus capacity • How can statistics be misused and misunderstood - thus increasing risk? • Harnessing sensitivity analysis, multiple scenarios, and other tools effectively. • Real options increase certainty by making us more flexible. • All risks are subjective, but we futilely attempt to quantify the unquantifiable. Module 3: Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness • Advanced financial analysis and modeling tools o Proper modeling of long-term decisions o Best practices in project analysis o Alternative evaluation methods o Why should you consider multiple metrics? o Capital rationing o Choosing the correct discount factor? o Year-end convention and other less understood assumptions o Sensitivity and scenario analysis o Monte Carlo Simulation in practice o Interpreting results properly? o NPV vs IRR vs MIRR vs ROI. o Considerations when metrics contradict other metrics. o Real options are hard to value but are invaluable. o Behavioral issues o Evaluating projects with no obvious return o Multiple numeric examples and work sheets Module 4: Diversification: A Risky or Risk Averse Strategy? • Does diversification truly reduce risk - or not? o Portfolio theory and how to use it properly? • The differences between specific risk and systematic risk and how can we reduce those risks? • The most common reasons why most organizations fail when attempting to diversify. • What happened to conglomerates? o Why conglomerates disappeared in the West? o Why are conglomerates in Korea and India successful? • Diversification via acquisitions o Is the control premium worthwhile? • Which cost of capital (WACC) should we employ? • What are the effective diversification methods and tactics that truly do reduce risk?