CPE Catalog & Events
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K2's Saving Time With Electronic Forms
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Online
2.00 Credits
Member Price: $105
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool , The benefits and risks associated with using each approach , Examples of how tools can be used effectively, with examples
Eight Awesome PivotTable Features
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Online
4.00 Credits
Member Price: $180
Adding user-defined calculations to PivotTables , Enhancing PivotTables with Key Performance Indicators , Using PivotTables to consolidate "standard" Excel reports , Creative ways to filter PivotTables , Linking accounting software data into PivotTables
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Online
4.00 Credits
Member Price: $180
• Three different types of basis • Contributions of property • IRC 704(b) - Capital Accounts and Special Allocations • Contributions of property and debt • Contributions of services • IRS Notice 2020-43
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
Member Price: $105
• How and why a partnership makes a 754 election • The effect of the 754 election when an interest in a partnership is sold or inherited • How the 754 election applies when a partnership makes a distribution of property to one or more of its partners • How to make the 754 basis adjustment
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
Small-Business Accounting, Audit, and Attest Update
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Online
4.00 Credits
Member Price: $180
• Small and medium-sized business-related FASB ASUs, including recent PCC activities • Recently issued AICPA standards • Ethics and independence updates and interpretations • Newly issued SSARS and SSAE standards • SASs effective for current and future audits
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.
Simply Auditing Not-for-Profits Efficiently
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Online
4.00 Credits
Member Price: $180
• 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.)
Don Farmer's Cryptocurrency Taxation: Tracking, Reporting & IRS Enforcement
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Online
2.00 Credits
Member Price: $89
Federal Tax Treatment of Digital Assets IRS classification of cryptocurrency as property Tax consequences of sales and exchanges Mining and staking income Hard forks and airdrops Reporting Requirements and Compliance Form 1040 digital asset disclosure Form 8949 and Schedule D reporting Schedule C considerations Overview of broker reporting rules and Form 1099-DA developments IRS Enforcement Trends Exchange reporting and John Doe summonses IRS compliance campaigns Civil penalties and potential criminal exposure Audit risk indicators Practitioner Considerations Documentation and substantiation best practices Client interview strategies Ethical responsibilities in digital asset reporting
Understanding the Form 990 and its Preparation Prerequisites
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Online
2.50 Credits
Member Price: $135
Overview of the Form 990's structure, purpose and schedule design. Key factors that establish a related organization. Definitions affecting Part VII-A including trustees, directors, officers, key employees and high-compensation individuals. Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L. Sequencing of preparation tasks and identifying internal data providers. Best practices for engaging the board in understanding the completed Form 990.
Getting Ahead of the Emerging Technology Curve: AI, Data Intelligence, and Digital Crypto Assets
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Online
3.00 Credits
Member Price: $135
Future Horizons: Major Trends and Innovations for the Next Decade, Artificial Intelligence: Moving Beyond Chatbots to Integrated Workflows, Data Intelligence: Turning Firm Information into Strategic Assets, Digital Crypto Assets: Navigating Current Market Trends and Realities
K2's Ten PDF Tips You Need To Know
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Online
2.00 Credits
Member Price: $105
Converting documents to the PDF format , Editing PDF documents , Securing PDF documents , Extracting data from PDFs
K2’s Excel’s Best New Features
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Online
2.00 Credits
Member Price: $105
Learn how to work with Dynamic Arrays , Using Excel's new XLOOKUP and XMATCH feature , Improvements to Power Query and why they matter to you , New collaboration and commenting options in Excel
AI-Driven Ethics and Data Analytics: A Roadmap for Accountants
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Online
4.00 Credits
Member Price: $180
• AI and data ethics in accounting • Leveraging AI for data analytics in accounting
Don Farmer's Tax-Exempt & International Forms
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Online
2.00 Credits
Member Price: $89
Overview of tax-exempt and international information reporting framework Form 990 reporting fundamentals Core form structure and required schedules Governance and compensation disclosures Unrelated business income (UBI) reporting considerations Overview of selected international information returns Form 5471 (controlled foreign corporations) Form 8865 (foreign partnerships) Form 8938 (specified foreign financial assets) Filing thresholds, disclosure requirements, and penalty considerations Common compliance risks and IRS examination focus areas
K2's Excel Tips - Today's Best Features
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Online
2.00 Credits
Member Price: $105
New features and functions in Excel , How to improve efficiency and effectiveness when working in Excel , Taking advantage of Copilot integration with Excel , Better ways of creating and working with formulas
K2's Next Level Home Networking
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Online
2.00 Credits
Member Price: $105
Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs , Hardware options and examples of solutions for every budget , Tips and tricks for rebuilding your home network to meet your needs today and into the future
What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $105
• Eligibility for Medicare • How to apply for Medicare • Introduction to Parts A, B, C, and D of Medicare • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries • Late enrollment penalties • Medicare Advantage in lieu of original Medicare • The Affordable Care Act's impact on Medicare • Legislative and regulatory developments
Don Farmer's Section 199A Deduction: Complex Ownership & Aggregation Rules
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Online
2.00 Credits
Member Price: $89
Overview of IRC §199A Framework; Application of the qualified business income (QBI) deduction to pass-through entities Application of §199A rules to partnerships, S corporations, and tiered ownership arrangements Treatment of QBI, REIT dividends, and publicly traded partnership income in complex structures Requirements, elections, and limitations related to §199A aggregation Impact of aggregation decisions on deduction optimization and compliance Identification of SSTBs and application of income thresholds and phaseout rules W-2 Wage and Qualified Property Limitations Required disclosures, documentation standards, and reporting considerations to support §199A positions
K2's CPA Firm Update
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Online
2.00 Credits
Member Price: $105
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability , Cybersecurity advancements. Proactive approaches to safeguarding client and firm data