CPE Catalog & Events
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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
K2's Six Essential Teams Features
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Online
2.00 Credits
Member Price: $105
Learn how to set up Teams for successful collaboration , Create a filing system that does not include endless sub-folders , Manage staff delegation and follow-ups with ease , Define what Lists need to be available to your Team , Discover how to create automatic Flows that can notify others of update , Utilize survey Forms or questionnaires from within Teams
K2's Implementing Internal Controls in QuickBooks Environments
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Online
4.00 Credits
Member Price: $180
Critical risks in QuickBooks environments , Internal control options that can mitigate risk to prudently acceptable levels , Enabling alternative control measures to improve internal controls in QuickBooks environments
Virtual Currency: Keeping Up With the Tax Code (VCR2)
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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
CFO Series: AI in the Digital World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management
Schedules K-2 and K-3: Preparation of Forms (KPF2)
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Online
2.00 Credits
Member Price: $105
How to read and complete Parts II and III for Foreign Tax Credit Understand attachment requirements in Part I Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Part X for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Ethical Considerations for CPAs
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Online
4.00 Credits
Member Price: $180
• The CPA's role in today's economy • The similarities and differences between individual and business ethics • The link between ethics, integrity and scruples • The basic attributes of ethics and professional conduct • The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct • The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues • The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers
Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $180
• Review of the different aspects of forensic accounting • The civil litigation process as it relates to forensic accounting • Litigation services provided by forensic accountants • Fraud detection and prevention • Various types of fraud • Training and certifications in forensic accounting • Forensic accounting in bankruptcy proceedings • Forensic accounting in family law proceedings • Calculating damages for use in litigation • Valuations • Ethical issues pertinent to forensic accounting