CPE Catalog & Events
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Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $105
• Extension and enhancement of reduced rates and the standard deduction • The temporary senior deduction • Extension and enhancement of increased Child Tax Credit • Extension and enhancement of increased estate and gift tax exemption amounts • Contributions to ABLE accounts and benefitting from the Saver's Credit • Increased SALT deduction • Deduction for car loan interest • Using Trump Accounts • Extension and enhancement of paid family and medical leave credit • Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit • Tax credit for contributions of individuals to scholarship granting organizations • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts • Individual charitable contributions • Health savings account related tax changes
2026's Biggest Security and Privacy Concerns
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Online
4.00 Credits
Member Price: $180
Major security and privacy issues for 2025 and beyond., Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance, Preventing data breaches in your organization
Don Farmer's Loss Limitations: §461(l), Basis, At-Risk & PALCoordination
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Online
2.00 Credits
Member Price: $89
Overview of Federal Loss Limitation Framework Order and Coordination of Loss Limitation Rules Excess Business Loss Rules Under IRC §461(l) Basis and At-Risk Limitations Passive Activity Loss (PAL) Rules Loss Carryforwards and Release Events Compliance and Reporting Considerations
Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $105
• Tax treatment of partnership distributions to partners of cash and property other than cash • Basis of property received in a partnership distribution • Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting • Organization and structure of the new Form 7217 • Who must file Form 7203 • Determining the S corporation shareholder's initial basis in his or her stock • Basis limitations on partnership losses and deductions • Organization and structure of Form 7203 — understanding the three parts of Form 7203 • Filing criteria for Form 7203 • Calculating an S corporation shareholder's share of S corporation deductions and credits • Understanding stock and debt basis
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
Privacy Issues And Solutions – What You Need to Know!
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Online
2.00 Credits
Member Price: $105
The most significant privacy threats today , Your browser and search engine and why they matter , Privacy policies - the fine print
Supercharging Your Spreadsheet Collaboration
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Online
2.00 Credits
Member Price: $105
Implementing Version Control and Cloud-Based File Management (Check-in/Check-out) , Advanced Collaborative Features: Comparing Notes vs. Threaded Comments , Utilizing the Excel Inquire Tool for Spreadsheet Auditing and File Comparisons , Leveraging AI-Powered Data Insights and Collaborative Automations in Microsoft 365 , Managing Team Data Visibility with Excel Custom Views and Track Changes
K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
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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 QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $330
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
This Year's Top Tax and Financial-Planning Ideas
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Online
4.00 Credits
Member Price: $180
• Timely coverage of breaking tax legislation • Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA) • Changes to the lifetime estate tax exemption in light of proposed regulations • Considerations when selling a principal residence • Tax benefits of HSAs • An overview of the mechanics and practical considerations of Donor Advised Funds • Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital asset transactions • An update on income tax and estate-planning ideas, including any recent changes • Tax ideas for the current year • Miscellaneous tax-planning techniques that can add up to significant tax savings • How to use the whole family for tax savings • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Virtual Currency: Keeping Up with the Tax Code
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Online
2.00 Credits
Member Price: $105
• Overview of virtual currency • Property transactions with virtual currency • Receiving virtual currency as payment • Paying using virtual currency • Charitable donations with virtual currency • Gifting of virtual currency • Form 8300 reporting
Don Farmer's 2026 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $370
Key legislative and inflationary updates, including provisions of the 2025 federal tax legislation effective in 2026 for individuals and businesses. Developments in retirement and employee benefits, estate and gift tax, digital assets, and disaster relief. Planning for 2026 and beyond. Practitioner issues, including changes to IRS procedures and the use of artificial intelligence (AI). Specialized areas of tax practice, including syndicated conservation easements and SECA tax for limited partners.
The Best Individual Income Tax Update Course by Surgent (BITU)
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Online
8.00 Credits
Member Price: $330
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent, including lower marginal tax rates, expanded standard deduction, and the increased child tax credit New Tip Income Deduction of up to $25,000 for individuals in customarily tipped ocupations, including updated final regulations (TD 10044) New Overtime Pay Deduction of up to $12,500 ($25,000 MFJ) for FLSA-eligible employees on qualifying overtime pay New Car Loan Interest Deduction of up to $10,000 annually for interest on qualifying new U.S. assembled vehicle loans New Temporary Senior Deduction of $6,000 for taxpayers aged 65 and older Expanded SALT Cap of up to $40,000 through tax year 2029 Trump Accounts, a new savings vehicle for minors, including contribution rules, basis tracking, and the pilot program Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: 100% Bonus Depreciation made permanent, including new Qualified Production Property (QPP) provisions Increased §179 deduction Changes to §174 R&E Expenditures, including restoration of immediate expenses Changes to §163(j) and new election withdrawal opportunities under Rev. Proc. 2026-17 Form 1099/1099-K changes and increased reporting thresholds Qualified Small Busines Stock Exclusion changes Digital Assets & Tax Implications - understand the tax treatment of various digital assets, updated guidance on basis tracking and cost identification methods, as well as the phased rollout of Form 1099-DA for broker reporting Real Estate professional status requirements Review of pertinent recent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
QuickBooks Online Reporting: Beyond The Basics
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Online
3.00 Credits
Member Price: $135
Report Automation and Business Intelligence Tools, Standard QuickBooks Reports and Advanced Customization, QuickBooks Data Integration with Excel and Spreadsheet Sync, Automated Reporting Solutions in QuickBooks Online
Database Basics for Financial Professionals
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Online
4.00 Credits
Member Price: $180
Introduction and Overview of Databases, Review of Major Database Components, Overview of Structured Query Language (SQL), Creating and Working with Tables Databases, Using Power Query to Access Your Data in Excel
Fraud In Single Audits (FSA4)
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Online
4.00 Credits
Member Price: $180
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
An Accountant's Detailed Guide to Databases, Integration, and Data Sharing
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Online
2.00 Credits
Member Price: $105
Overview of Databases, Integration and Data Sharing, Tables & Data Models, Getting Started with Databases & SQL, Using Power Query to Access and Learn from our Data
Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting
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Online
3.00 Credits
Member Price: $135
Update this attribute value to the course major topic(s). , What is QBO, and how is it used in an organization?, Different methods of implementing QBO with your firm or your clients, Exploring accountant-centric features such as the toolbox, reporting, firm project management, and more , Utilizing QBO within your firm team., Best practices with QBO functionality, security features, internal controls, and more
Don Farmer's 2026 Corporate/Business Income Tax Workshop - VIRTUAL
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Online
8.00 Credits
Member Price: $370
Legislative and Regulatory Developments Corporate Taxation (C Corporations) S Corporations Partnerships and LLCs Taxed as Partnerships Accounting Methods and Timing Issues Business Credits and Incentives Depreciation and Capital Recovery IRS Enforcement and Compliance Trends Tax Planning Strategies
K2's The Best Kept Secrets Of Microsoft 365
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Online
2.00 Credits
Member Price: $105
New features and tips and tricks in Microsoft 365 , Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals , See some of the tools you can activate to help your team create and share video content intended only for internal use