CPE Catalog & Events
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Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies
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Online
2.00 Credits
Member Price: $89
Schedule A planning considerations under current federal tax law SALT deduction limitation; application of the SALT cap Alternative minimum tax (AMT) implications Charitable contribution planning including timing and bunching strategies Medical expense deduction planning including threshold requirements Itemized deductions versus the standard deduction Compliance considerations and common pitfalls I advanced Schedule A planning
Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s). , Beyond Generic Prompts: Achieving Hyper-Focused AI Outcomes, RAG and MCP: New Ways to Connect Your Data, The Privacy Spectrum: From GPT Store to Self-Hosted Ollama , Navigating the Landscape: Tools and APIs for Small Firms
Outlook and Teams: Collaboration Champions
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Online
4.00 Credits
Member Price: $180
Teams: Enhancing organizational communication and collaboration , Outlook: Optimizing email and calendar management , SharePoint: Integrating with Teams for file storage , Microsoft 365: Leveraging additional productivity tools
Don Farmer's Passive Activity Losses: Navigating Real Estate & K-1 Limitations
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Online
2.00 Credits
Member Price: $89
Passive activity loss (PAL) rules under IRC §469 Passive versus nonpassive activity classification Material participation and real estate professional requirements Partnership K-1 reporting and common PAL pitfalls Coordination of PAL rules with basis, at-risk, and §461(l) limitations Disposition rules and strategies for utilizing suspended passive losses"
Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Member Price: $180
• Overall landscape of the construction industry • GAAP and recent changes affecting the construction industry • FASB ASC 606 and its impact on the construction industry • The unique relationship between the contractor and the surety • FASB ASC 842 and its impact on the construction industry
Data and Statistical Analytics Using Microsoft Excel
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Online
3.00 Credits
Member Price: $135
Statistical Foundations: Using the Analysis ToolPak for Insight, Modern Modeling: Leveraging Dynamic Arrays for Live Analytics, Predictive Budgeting: Applying Regression and Forecasting Functions, The 2026 Toolkit: AI Insights and Python Integration Basics
Excel Accounting Tools: Most Useful Formulas and Pivot Tables
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Online
4.00 Credits
Member Price: $180
Excel Formula Solutions for Daily Accounting Tasks, Pivot Tables for Advanced Financial Reporting, Excel Productivity Tools for Financial Analysis
Don Farmer's Section 1202 QSBS: Qualification, Planning & Exit Strategies
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Online
2.00 Credits
Member Price: $89
Overview of IRC §1202 Qualified Small Business Stock QSBS Eligibility and Qualification Requirements Holding Period and Gain Exclusion Rules Disqualifying Transactions and Compliance Risks to include common qualification failures and compliance considerations Redemptions, Partial Exits, and Planning Considerations Application of QSBS rules to multi-year sales and exit scenarios
Surgent's Individual Tax Planning Ideas
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Online
4.00 Credits
Member Price: $180
• Comprehensive coverage of the One Big Beautiful Tax Bill Act • Reading a tax return for developing client-specific tax strategies • Changes to the lifetime estate tax exemption considering proposed regulations • Retirement planning in light of IRA and RMD changes • Review of pertinent changes from recent legislation • Reading a tax return for developing client-specific tax strategies • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future • Compensation and fringe benefit issues • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them • All in the family: Tax tactics for spouses, children, and parents
K2's After QuickBooks, What's Next
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Online
2.00 Credits
Member Price: $105
Transitioning from QuickBooks Pro and Premier - challenges and opportunities , Overview and comparison of leading accounting software solutions , Implementation strategies and best practices for modern accounting platforms
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
Key Partnership and S Corporation Tax Planning Strategies
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Online
4.00 Credits
Member Price: $180
• Timely coverage of breaking tax legislation • Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares • At-risk and passive activity loss considerations • Basis planning • Related party transactions: making them work • Income splitting and shifting with family can create considerable benefits • Sale of ownership interest and NIIT considerations
Fraud Case Studies: Schemes and Controls
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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
K2's Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $180
Understanding the importance of data analytics in modern business environments , Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform , Using regression analysis to create and validate forecasts and projections
Fraud In Single Audits
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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
Don Farmer's Stock vs. Asset Sales: Tax Impact for Buyers & Sellers
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Online
2.00 Credits
Member Price: $89
Overview of Stock and Asset Transaction Structures Buyer and Seller Tax Consequences Purchase Price Allocation and Basis Adjustments Elections Under IRC §§338 and 336(e) Negotiation and Planning Considerations Post-Transaction Compliance and Reporting
K2's Understanding Your Ransomware Risk
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Online
2.00 Credits
Member Price: $105
Understanding how ransomware can cripple a business , Trends in ransomware attacks , Best practices for minimizing ransomware risk
Buying and Selling a Business: Tax and Structuring Overview
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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
Fraud Case Studies: Schemes and Controls (FRD4)
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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
Winning Hearts and Minds: Building Future-Ready Businesses
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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