CPE Catalog & Events
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Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning
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Online
2.00 Credits
Member Price: $105
Importance of Data Loss, Benefits of Cloud Technology, Disaster Planning Resources, Overall Security Recommendations
Tech Tips and Tricks for Excellent Video Conferences
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Building Bulletproof Spreadsheets: When Accuracy Is Everything
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Online
2.00 Credits
Member Price: $105
Advanced data validation for complex business rules, Error-resistant templates for consistent financial workflows, Protection strategies safeguarding formulas and user inputs
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $105
• Marginal tax rates effective in 2025 and beyond • The QBI deduction • Qualified residential interest • Child Care Credit • Miscellaneous itemized deductions, including the educator deduction • Rollovers from 529 plans to ABLE accounts • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts • Termination of credits for environmentally clean autos and expenditures • Other timely topics
Free and Open Source Technology For Your Organization
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
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
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