CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Fraud Case Studies: Schemes and Controls (FRD4)
-
Online
4.00 Credits
Member Price: $180
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Buying and Selling a Business: Tax and Structuring Overview (SEL4)
-
Online
4.00 Credits
Member Price: $180
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales - §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Winning Hearts and Minds: Building Future-Ready Businesses
-
Online
2.00 Credits
Member Price: $105
Technology Infrastructure Assessment Through Organizational Case Studies, Practical Implementation Strategies for Hardware and Software Solutions, Change Management Techniques for Remote and In-Office Teams
Excel Functionality That Every Accountant Should Know
-
Online
2.00 Credits
Member Price: $105
Review of Tables and how they improve virtually every operation in Excel. , Discuss essential Excel functions and features that every financial professional should know how to use. , Review how to collaborate with colleagues in real-time with OneDrive or SharePoint. , Review PivotTables and their significant features. , Take a detailed look at Power Query and how this tool can revolutionize your workflow.
Interpreting the New Revenue Recognition Standard
-
Online
4.00 Credits
Member Price: $180
• Revenue recognition overview • Identifying the contract with a customer and performance obligations • Transaction price
Personal Financial Planning Conference - VIRTUAL
-
Online
8.00 Credits
Member Price: $345
Innovations in AI tools Tax strategies Private equity and succession planning Investment strategies Economic update and tax implications for planning
Don Farmer's Middle Class Tax Strategies
-
Online
2.00 Credits
Member Price: $89
Principles of proactive tax planning Income-shifting and income-timing strategies Maximizing available deductions and tax credits Retirement plan contribution strategies and tax benefits Tax-efficient investment planning techniques Planning opportunities for small business owners and self-employed individuals Family tax planning considerations Education-related tax incentives and planning opportunities Strategies to reduce taxable income Common tax planning mistakes and how to avoid them Recent tax law developments affecting middle-income taxpayers Integrating tax planning into financial and advisory services
K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
-
Online
2.00 Credits
Member Price: $105
Common security weaknesses that occur with hardware and software at home and in the office , Malware, ransomware, data breach, and incident response tips , Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's Harnessing ChatGPT
-
Online
2.00 Credits
Member Price: $105
Leveraging prompt engineering in ChatGPT for various accounting tasks , Exploring the applications and limitations of ChatGPT in accounting , Empowering efficiency for everyday accounting tasks
The Bottom Line on the Lease Accounting Requirements
-
Online
4.00 Credits
Member Price: $180
• Lease classification • Amortization of the leased asset • Derecognition of the underlying asset • Recognition of lease receivables • Lease modifocations • Sale and leaseback transactions
Don Farmer's Hot Assets & IRC 751: Avoiding Surprises on Partnership Sales
-
Online
2.00 Credits
Member Price: $89
Overview of Partnership Interest Sales General rule under IRC §741 Capital asset treatment of partnership interests Interaction with Subchapter K principles Definition and Scope of Hot Assets (IRC §751) Unrealized receivables Depreciation recapture (§1245 and §1250) Accounts receivable for cash-basis partnerships Ordinary income recapture items Inventory items Substantially appreciated inventory Determining fair market value Mechanics of §751 Recharacterization Allocation of gain between capital and ordinary income Determining a partner’s share of §751 property Impact of inside vs. outside basis Effect of liabilities under IRC §752 Distributions and §751(b) Disproportionate distributions Exchanges of hot assets for other property Ordinary income recognition in rebalancing transactions Reporting and Compliance Considerations Form 4797 and Schedule D implications Partnership reporting responsibilities Disclosure considerations Documentation and valuation challenges Planning Considerations and Risk Management Transaction structuring strategies Timing considerations Due diligence in partnership interest acquisitions Common practitioner errors and audit risk areas
K2's Excel PivotTables for Accountants
-
Online
4.00 Credits
Member Price: $180
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables , Formatting PivotTables , Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query , Analytical techniques available in PivotTables
K2's Securing Your Data – Practical Tools for Protecting Information
-
Online
4.00 Credits
Member Price: $180
Understanding today's cybersecurity risks , Identifying significant cybersecurity risks , Implementing specific steps to reduce risk
Don Farmer's Foreign Trusts & Accounting Method Changes for Forms
-
Online
2.00 Credits
Member Price: $89
Overview of foreign trust reporting framework Form 3520 reporting requirements Transfers to foreign trusts Ownership and distribution reporting Form 3520-A filing obligations and related disclosures Penalty provisions and documentation considerations Overview of accounting method change procedures Form 3115 filing mechanics Automatic versus nonautomatic method changes §481(a) adjustment principles Common compliance errors and IRS examination focus areas
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
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 Top PDF Features You Should Know
-
Online
2.00 Credits
Member Price: $105
Best practices for creating, editing, and managing PDFs , The process for creating and distributing PDF forms , Integrating PDFs with other applications , Securing your PDFs
Essential Data Backup Strategies
-
Online
2.00 Credits
Member Price: $105
Preventing data breaches in your organization, Major security and privacy issues for 2025 and beyond., Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance
Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
-
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
Automation For Increasing Personal Efficiency and Effectiveness
-
Online
3.00 Credits
Member Price: $135
What are integration and automation?, Exploring Integration Platform as a Service (iPaaS) tools and services, Automation within tools you're already using today, Intelligent virtual assistants (IVAs) for automation around the house
Efficient Automation Solutions Using QuickBooks Online Advanced
-
Online
3.00 Credits
Member Price: $135
QuickBooks Online Advanced Workflow Automation Systems, Advanced Reporting and Scheduling Solutions, Integration Platforms and Business Process Automation, Custom Workflow Design and Implementation