CPE Catalog & Events
K2's Technology Update
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Online
4.00 Credits
Member Price: $175
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
Simply Auditing Not-for-Profits Efficiently (SAN4)
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Online
4.00 Credits
Member Price: $175
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
Social Security: Dispelling Common Myths with Essential Truths (SMT2)
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Online
2.00 Credits
Member Price: $100
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? and more!
K2's Microsoft Teams
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Online
4.00 Credits
Member Price: $175
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Understanding Partnership Taxation: Debt Allocations (PTA2)
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Online
2.00 Credits
Member Price: $100
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Applying the Yellow Book to a Financial Statement Audit (QUA4)
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Online
4.00 Credits
Member Price: $175
Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research - VIRTUAL
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Online
2.00 Credits
Member Price: $79
Integrating artificial intelligence with traditional tax research tools. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Increasing accuracy of answers using "verification" tools. Increasing speed of research using "toehold" strategies.
K2's Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $175
Understanding today's cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)
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Online
4.00 Credits
Member Price: $175
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Business Valuation Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $449
Surgent's Individual Income Tax Update (BIT4)
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Online
4.00 Credits
Member Price: $175
Comprehensive coverage of the One Big Beautiful Bill Act Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's S Corporation, Partnership, and LLC Tax Update (BCP4)
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Online
4.00 Credits
Member Price: $175
Comprehensive coverage of the One Big Beautiful Bill Act Guidance on the impact of recent legislation on S corporations and partnership entities Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Decentralized Autonomous Organizations (DAOs) A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
Did I Pick the Right Major? Selecting Major Programs in a Single Audit (DIP2)
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Online
2.00 Credits
Member Price: $100
Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify "not low-risk type A programs" and "high-risk type B programs"
Found It! Reporting Findings in Yellow Book and Single Audits (FOT2)
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Online
2.00 Credits
Member Price: $100
The types of findings reported in Yellow Book and single audits The requirements for reporting findings under the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance How to really think through the elements of a finding to assist report users
Social Security and Medicare: Planning for You and Your Clients (SSRB)
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Online
8.00 Credits
Member Price: $320
Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
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Online
4.00 Credits
Member Price: $175
The key requirements, options, and best practices seen in each of the basic financial statements Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures