CPE Catalog & Events
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Excel Functionality That Every Accountant Should Know
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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
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Online
4.00 Credits
Member Price: $180
• Revenue recognition overview • Identifying the contract with a customer and performance obligations • Transaction price
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 Harnessing ChatGPT
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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
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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
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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
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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
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Online
4.00 Credits
Member Price: $180
Understanding today's cybersecurity risks , Identifying significant cybersecurity risks , Implementing specific steps to reduce risk
The One Big Beautiful Bill Act (OBBBA): What You Need To Know (OBB4)
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Online
4.00 Credits
Member Price: $180
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA
Don Farmer's Foreign Trusts & Accounting Method Changes for Forms
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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
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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
Buying and Selling a Business: Tax and Structuring Overview (SEL4)
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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
K2's Top PDF Features You Should Know
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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
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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
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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
Automation For Increasing Personal Efficiency and Effectiveness
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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
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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
Understanding and Testing Control and Compliance in a Single Audit (UTC4)
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Online
4.00 Credits
Member Price: $180
The essential internal control concepts applied in single audits How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits How auditors plan and perform tests of compliance in single audits The identification and reporting of control and compliance findings
K2's Case Studies In Fraud And Technology Controls
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Online
8.00 Credits
Member Price: $330
Key fraud risks impacting businesses today , Examples of fraud and the monetary impact on victims , How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Top Business Tax Planning Strategies (BTPS)
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Online
2.00 Credits
Member Price: $105
Lower marginal tax rates made permanent New, more generous depreciation rules for bonus and Section 179 Qualified production property and bonus depreciation Full expensing of domestic research and experimental expenditures Rev. Proc. 2025-28 and options for small taxpayers Taking advantage of the QBI deduction Taking advantage of the SALT cap and the pass-through entity tax Form 1099 reporting changes Deducting business interest and business losses Taking advantage of the new Section 1202 tax regime