Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (24WI-0048)24WI-0048 | n/a |
5/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Applying the Uniform Guidance in Your Single Audits (Webinar) (24WI-0056)24WI-0056 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable compliance requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit |
5/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
PCAOB Updates (Webinar) (24WI-0055)24WI-0055 | *The audit with other auditors*Strategic priorities of the PCAOB*The auditor's use of confirmations*Proposed quality control standard |
5/17/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Instruments and Leases (Webinar) (24WI-0054)24WI-0054 | *FASB accounting standards updates in financial instruments and leases*Credit losses, troubled debt restructuring, lease accounting |
5/17/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (24WI-0050)24WI-0050 | n/a |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0053)24WI-0053 | *Updates to auditing and attestation standards*Recently issued exposure drafts*Current environment and implication for audit planning |
5/17/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book: Application of GAGAS Principles (Webinar) (24WI-0057)24WI-0057 | *Foundation and principles for government auditing*General requirements for complying with GAGAS*Ethics, independence and professional judgment*Competence and CPE*Quality control and peer review |
6/27/2024 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (24WI-0049)24WI-0049 | n/a |
5/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPs (Webinar) (24WI-0052)24WI-0052 | *Accounting for and reporting on defined benefit pension and health and welfare plans*Unique audit considerations for ESOPs*Using the work of a specialist |
5/16/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (24WI-0051)24WI-0051 | n/a |
5/16/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0398)24WA-0398 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0381)24WA-0381 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0322)24WA-0322 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0428)24WA-0428 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0336)24WA-0336 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0344)24WA-0344 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0387)24WA-0387 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0302)24WA-0302 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0356)24WA-0356 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0422)24WA-0422 | *Information Technology*Cyber Security |
6/25/2024 | 11 a.m. - 3:35 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0417)24WA-0417 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/21/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0343)24WA-0343 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0400)24WA-0400 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/15/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0313)24WA-0313 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0352)24WA-0352 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/30/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0434)24WA-0434 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0405)24WA-0405 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/18/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0323)24WA-0323 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0399)24WA-0399 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/15/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0430)24WA-0430 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0427)24WA-0427 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0370)24WA-0370 | *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 |
6/5/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0424)24WA-0424 | *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 |
6/26/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Everyday Ethics (Webinar) (24WA-0341)24WA-0341 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0360)24WA-0360 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0396)24WA-0396 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0306)24WA-0306 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/10/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0382)24WA-0382 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0328)24WA-0328 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/18/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0330)24WA-0330 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0337)24WA-0337 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/21/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0369)24WA-0369 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/5/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0294)24WA-0294 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/4/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0350)24WA-0350 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/28/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0310)24WA-0310 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/11/2024 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0361)24WA-0361 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0340)24WA-0340 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0421)24WA-0421 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/24/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0312)24WA-0312 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/13/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0393)24WA-0393 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/13/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0339)24WA-0339 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/22/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0394)24WA-0394 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Simple EBITDA Improvements in Pursuit of M&A (Webinar) (24WA-0407)24WA-0407 | *Valuation Approaches specific to Auto Dealers*Typical Sources of EBITDA improvement*Current multiples*Blue Sky*The Value of Ancillary Services |
6/20/2024 | 12:30 - 1:40 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0413)24WA-0413 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/20/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0354)24WA-0354 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0409)24WA-0409 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/20/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0333)24WA-0333 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0420)24WA-0420 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0358)24WA-0358 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/30/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0348)24WA-0348 | *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 |
5/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0435)24WA-0435 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0308)24WA-0308 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/11/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0410)24WA-0410 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0388)24WA-0388 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (24WA-0412)24WA-0412 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0433)24WA-0433 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Beyond the Veil: Cryptocurrency & Crime (Webinar) (24WA-0325)24WA-0325 | *Common types of fraud involving cryptocurrency*Hiding Cryptocurrency*Physical Evidence of Cryptocurrency*Blockchain Data Analytics |
5/16/2024 | 12:30 - 1:50 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0384)24WA-0384 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/11/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0418)24WA-0418 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/21/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0371)24WA-0371 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/5/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0385)24WA-0385 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/12/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0303)24WA-0303 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/9/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0318)24WA-0318 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
5/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0426)24WA-0426 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0295)24WA-0295 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/4/2024 | 8:30 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0408)24WA-0408 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0364)24WA-0364 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/31/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0415)24WA-0415 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0324)24WA-0324 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/16/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0297)24WA-0297 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0386)24WA-0386 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/12/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0362)24WA-0362 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/31/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0300)24WA-0300 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0334)24WA-0334 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0389)24WA-0389 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0305)24WA-0305 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/9/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0346)24WA-0346 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/24/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0431)24WA-0431 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/28/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0365)24WA-0365 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/1/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0406)24WA-0406 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0373)24WA-0373 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0395)24WA-0395 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0304)24WA-0304 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/9/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0326)24WA-0326 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0338)24WA-0338 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/22/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0374)24WA-0374 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0320)24WA-0320 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0351)24WA-0351 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/29/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0349)24WA-0349 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0429)24WA-0429 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (24WA-0392)24WA-0392 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0436)24WA-0436 | *Information Technology*Cyber Security |
6/29/2024 | 10:30 a.m. - 3:05 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0403)24WA-0403 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0355)24WA-0355 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0432)24WA-0432 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0363)24WA-0363 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/31/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0372)24WA-0372 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0335)24WA-0335 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
5/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0296)24WA-0296 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/7/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0345)24WA-0345 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/23/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0319)24WA-0319 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0299)24WA-0299 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (24WA-0357)24WA-0357 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0321)24WA-0321 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0327)24WA-0327 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/17/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0390)24WA-0390 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0379)24WA-0379 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0353)24WA-0353 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0397)24WA-0397 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0366)24WA-0366 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0376)24WA-0376 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0342)24WA-0342 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0359)24WA-0359 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0414)24WA-0414 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0332)24WA-0332 | *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 |
5/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0380)24WA-0380 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0423)24WA-0423 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0377)24WA-0377 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/6/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0329)24WA-0329 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/18/2024 | 9:30 - 11:35 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0311)24WA-0311 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/13/2024 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0383)24WA-0383 | *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 |
6/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0298)24WA-0298 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0367)24WA-0367 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0402)24WA-0402 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0378)24WA-0378 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0411)24WA-0411 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0401)24WA-0401 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0375)24WA-0375 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Accounting Automation (Webinar) (24WA-0419)24WA-0419 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/22/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0317)24WA-0317 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/15/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0404)24WA-0404 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/17/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0316)24WA-0316 | *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 |
5/15/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0307)24WA-0307 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/10/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0301)24WA-0301 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0416)24WA-0416 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0309)24WA-0309 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/11/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0347)24WA-0347 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/24/2024 | 12 - 2:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0314)24WA-0314 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0425)24WA-0425 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0391)24WA-0391 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New CFO Series: Why You Should Be a Learnaholic - Staying Ahead! (Webinar) (24WX-0054)24WX-0054 | *The key mindset difference between extremely successful people and others*Different learning styles and how to effectively take advantage of your unique learning style*The 7 essential elements for lifelong learning success*Two daily habits that can make this lifestyle transition easier*A learning technique that works regardless of your personal learning style*A "How-to" guide to starting your new life as a learnaholic |
5/10/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Accepting Perfectionists - Understand & Adapting (Webinar) (24WX-0056)24WX-0056 | *Why perfection is not obtainable*The wonderful attributes of perfectionists and..*The not so wonderful attributes of perfectionists*Why most attempts to deal with perfectionists fail*Why many perfectionists are procrastinators and masters of self-punishment*Tactics to help the perfectionist become more effective |
5/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Audits Begin with The Right Questions - Listen! (Webinar) (24WX-0061)24WX-0061 | *The need to ask the 'right' questions *A core principle of audits not taught in the "textbook". *A new type of audit that will simplify your life. *Four auditing skills to take you from being a good auditor to being an amazing auditor. *The most important element of auditing is listening. Action steps to become a great listener |
6/28/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Five Management Superpowers (Webinar) (24WX-0059)24WX-0059 | *How feedback becomes effective*How to develop listening skills*Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group*How to create a working environment in which team members feel acknowledged and 'heard'*Inspirational motivation for team success*Relational communication skills that increase productivity*The 'secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term |
6/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Bridging the Gap with Marketing Mgt - the Four Ps (Webinar) (24WX-0058)24WX-0058 | *What is the function of Marketing?Creating demand, building reputation*Inform and educate customers and potential customers*Marketing plansWhat must be in a top-quality plan?*Coordination with strategy and financial ability*Products and servicesWhy do customers buy, or not buy, your offerings?*Core products, actual products, augmented products?*PricePricing is market driven, not cost driven!*Cost leaders vs differentiators?*When to increase price when to reduce price?*Place or channelsEffective and efficient channels?*Alternative channels?*PromotionPromotion alternatives and cost effectiveness*Coordinating the 4Ps to gain maximum results |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: June 2024 Webinar Bundle (Webinar) (24WX-0057)24WX-0057 | *Week 1: CFO Series - Bridging the Gap with Marketing Mgt - the Four Ps | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Brian Maturi, MBA, FCA | Date: 06/07/2024, 10 a.m. | Description: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.*Week 2: CFO Series - Five Management Superpowers | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Jane Mims, Ph.D. | Date: 06/14/2024, 10 a.m. | Description: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership.*Week 3: CFO Series - Growth Opportunities for CFOs - Value Added CFOs | CPE: 2 | Field of Study: Finance | Discussion Leader: Gary Cokins, MBA, CPIM | Date: 06/21/2024, 10 a.m. | Description: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.*Week 4: CFO Series - Audits Begin with The Right Questions - Listen! | CPE: 2 | Field of Study: Auditing | Discussion Leader: Robert Mims, CPA | Date: 06/28/2024, 10 a.m. | Description: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions! |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New CFO Series: The ROI on Your People? Maximizing Returns! (Webinar) (24WX-0055)24WX-0055 | *Dealing with peopleDealing with people issues the right way*Conflict management issues*How to truly empower your employees*Organizational culture and how to be a part of positive change*What are some of the 'other' employee issues that go unsaid*What does work/life balance mean todayWhat do employees want and care about now*What are their priorities |
5/17/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Growth Opportunities for CFOs - Value Added CFOs (Webinar) (24WX-0060)24WX-0060 | *Best practices for product, service line, channel, and customer profitability (using activity-based costing [ABC])*Strategy management using strategy maps, balanced scorecards and dashboards*Process improvement using lean management with lean accounting*Process improvement using quality management and cost of quality*Capacity-sensitive driver-based budgeting and rolling financial forecasts*Enterprise risk management (ERM)*Data science and analytics |
6/21/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0971)24WA-0971 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/7/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1267)24WA-1267 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/26/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0806)24WA-0806 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/17/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1247)24WA-1247 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0777)24WA-0777 | *Sexual harassment prevention*Company culture |
5/14/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0766)24WA-0766 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/11/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0706)24WA-0706 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Minimizing Workplace Warfare (Webinar) (24WA-0976)24WA-0976 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/7/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0735)24WA-0735 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/8/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0811)24WA-0811 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/17/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0809)24WA-0809 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0720)24WA-0720 | *Federal non-compete law*State non-compete law |
5/7/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0821)24WA-0821 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/20/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0828)24WA-0828 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/21/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1233)24WA-1233 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0705)24WA-0705 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/4/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1189)24WA-1189 | *Performance target design*Target testing |
6/25/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0814)24WA-0814 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0721)24WA-0721 | *Information technology*Artificial Intelligence (AI) |
5/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0897)24WA-0897 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/1/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0728)24WA-0728 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/8/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1211)24WA-1211 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1282)24WA-1282 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
8/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1190)24WA-1190 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/25/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1126)24WA-1126 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/20/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0852)24WA-0852 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0968)24WA-0968 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0778)24WA-0778 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/14/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0829)24WA-0829 | *Performance target design*Target testing |
5/21/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1137)24WA-1137 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/21/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1132)24WA-1132 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/21/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0870)24WA-0870 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/28/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0925)24WA-0925 | *Employee relations*Leadership |
6/4/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0818)24WA-0818 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1240)24WA-1240 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0898)24WA-0898 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/1/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1116)24WA-1116 | *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 |
6/19/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1144)24WA-1144 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0784)24WA-0784 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/14/2024 | 6:30 - 8:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0862)24WA-0862 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/25/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0854)24WA-0854 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1227)24WA-1227 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/28/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1180)24WA-1180 | *Information technology*Artificial Intelligence (AI) |
6/25/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1100)24WA-1100 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0844)24WA-0844 | *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 |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0794)24WA-0794 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/15/2024 | 10 a.m. - 5:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1089)24WA-1089 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/17/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0997)24WA-0997 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/8/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1290)24WA-1290 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
8/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1303)24WA-1303 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
8/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1260)24WA-1260 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/22/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1076)24WA-1076 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/15/2024 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0716)24WA-0716 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0772)24WA-0772 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0860)24WA-0860 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1157)24WA-1157 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/24/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1221)24WA-1221 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/28/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1265)24WA-1265 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/24/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1035)24WA-1035 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/12/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0989)24WA-0989 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0903)24WA-0903 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/1/2024 | 9 a.m. - 2:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1042)24WA-1042 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/13/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1097)24WA-1097 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1174)24WA-1174 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/25/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0894)24WA-0894 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/1/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0742)24WA-0742 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1062)24WA-1062 | *Federal non-compete law*State non-compete law |
6/14/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0871)24WA-0871 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
5/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0758)24WA-0758 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1103)24WA-1103 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1212)24WA-1212 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0803)24WA-0803 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/16/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1072)24WA-1072 | *Performance target design*Target testing |
6/14/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1236)24WA-1236 | *Computer software*Google |
6/29/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1022)24WA-1022 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0843)24WA-0843 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/23/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0704)24WA-0704 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/4/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-0938)24WA-0938 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/5/2024 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1168)24WA-1168 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 11 a.m. - 4:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-1142)24WA-1142 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0702)24WA-0702 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
5/4/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0909)24WA-0909 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1087)24WA-1087 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/17/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-1049)24WA-1049 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0715)24WA-0715 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
5/6/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1039)24WA-1039 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/13/2024 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0764)24WA-0764 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/11/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1238)24WA-1238 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1112)24WA-1112 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/19/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1251)24WA-1251 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/12/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1021)24WA-1021 | *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 |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1145)24WA-1145 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1000)24WA-1000 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/10/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0840)24WA-0840 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/22/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0825)24WA-0825 | *Information technology*Cryptocurrency*Blockchain |
5/21/2024 | 4 - 7:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0800)24WA-0800 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/16/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-1155)24WA-1155 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/24/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0917)24WA-0917 | *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 |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0813)24WA-0813 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0880)24WA-0880 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Tech Update (Webinar) (24WA-1185)24WA-1185 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/25/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0739)24WA-0739 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/9/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1230)24WA-1230 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/28/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1292)24WA-1292 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
8/21/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0913)24WA-0913 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/3/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1270)24WA-1270 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/31/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0849)24WA-0849 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Postmortem Estate Planning Primer (Webinar) (24WA-0948)24WA-0948 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0734)24WA-0734 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1101)24WA-1101 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/18/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0857)24WA-0857 | *Federal non-compete law*State non-compete law |
5/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1028)24WA-1028 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/12/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0775)24WA-0775 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
5/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1194)24WA-1194 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0982)24WA-0982 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1143)24WA-1143 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0729)24WA-0729 | *Sexual harassment prevention*Company culture |
5/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0695)24WA-0695 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/4/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1084)24WA-1084 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/15/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0979)24WA-0979 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/7/2024 | 3 - 8:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1050)24WA-1050 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0887)24WA-0887 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/30/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0712)24WA-0712 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-1068)24WA-1068 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1223)24WA-1223 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/28/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1108)24WA-1108 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1078)24WA-1078 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1133)24WA-1133 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/21/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0947)24WA-0947 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1082)24WA-1082 | *Computer software*Google |
6/15/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1245)24WA-1245 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1086)24WA-1086 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1258)24WA-1258 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/19/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1080)24WA-1080 | *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 |
6/15/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1006)24WA-1006 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1158)24WA-1158 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/24/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0873)24WA-0873 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/28/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1241)24WA-1241 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0879)24WA-0879 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1206)24WA-1206 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/27/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0793)24WA-0793 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1281)24WA-1281 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
8/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0791)24WA-0791 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/15/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0707)24WA-0707 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0761)24WA-0761 | *Information technology*Cryptocurrency*Blockchain |
5/11/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1110)24WA-1110 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/19/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0727)24WA-0727 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0786)24WA-0786 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0834)24WA-0834 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/22/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0963)24WA-0963 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/7/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1187)24WA-1187 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/25/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1201)24WA-1201 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1009)24WA-1009 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0773)24WA-0773 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
5/13/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0992)24WA-0992 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1203)24WA-1203 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-1196)24WA-1196 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Navigating Leaves of Absence (Webinar) (24WA-0787)24WA-0787 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/14/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1117)24WA-1117 | *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 |
6/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1222)24WA-1222 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/28/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0703)24WA-0703 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/4/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0876)24WA-0876 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0986)24WA-0986 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1119)24WA-1119 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1299)24WA-1299 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
8/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1016)24WA-1016 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1225)24WA-1225 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/28/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1160)24WA-1160 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/24/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0882)24WA-0882 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-1195)24WA-1195 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0770)24WA-0770 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/13/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1074)24WA-1074 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/14/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0937)24WA-0937 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/4/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1034)24WA-1034 | *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 |
6/12/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0768)24WA-0768 | *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 |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0700)24WA-0700 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/4/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1149)24WA-1149 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0693)24WA-0693 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/4/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0769)24WA-0769 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/11/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1165)24WA-1165 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/24/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0744)24WA-0744 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0837)24WA-0837 | *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 |
5/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1073)24WA-1073 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/14/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0826)24WA-0826 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/21/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0905)24WA-0905 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1085)24WA-1085 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1171)24WA-1171 | *Classification of workers as employees or independent contractors |
6/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0812)24WA-0812 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/17/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1207)24WA-1207 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/27/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0892)24WA-0892 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/31/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0956)24WA-0956 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1115)24WA-1115 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/19/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0722)24WA-0722 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1268)24WA-1268 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/31/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0893)24WA-0893 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/31/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0801)24WA-0801 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/16/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1090)24WA-1090 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/17/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0994)24WA-0994 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1256)24WA-1256 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1161)24WA-1161 | *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 |
6/24/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0832)24WA-0832 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/22/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1065)24WA-1065 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/14/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0694)24WA-0694 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
5/4/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1235)24WA-1235 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/29/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0872)24WA-0872 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
5/28/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0865)24WA-0865 | *Sexual harassment prevention*Company culture |
5/28/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0698)24WA-0698 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1037)24WA-1037 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/12/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1026)24WA-1026 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/11/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1202)24WA-1202 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0914)24WA-0914 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/3/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1218)24WA-1218 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/27/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1113)24WA-1113 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/19/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0763)24WA-0763 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1263)24WA-1263 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/24/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1295)24WA-1295 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/22/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0926)24WA-0926 | *Federal non-compete law*State non-compete law |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0711)24WA-0711 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/6/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1024)24WA-1024 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1186)24WA-1186 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1007)24WA-1007 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0797)24WA-0797 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/16/2024 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1264)24WA-1264 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0899)24WA-0899 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0859)24WA-0859 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0945)24WA-0945 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1114)24WA-1114 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/19/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0891)24WA-0891 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/30/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0950)24WA-0950 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/6/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1054)24WA-1054 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0939)24WA-0939 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1182)24WA-1182 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1291)24WA-1291 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
8/21/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0875)24WA-0875 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/29/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0960)24WA-0960 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1136)24WA-1136 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/21/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0853)24WA-0853 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0885)24WA-0885 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1091)24WA-1091 | *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 |
6/17/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0841)24WA-0841 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/22/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0890)24WA-0890 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1095)24WA-1095 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/17/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0966)24WA-0966 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/7/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1243)24WA-1243 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0830)24WA-0830 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0714)24WA-0714 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0836)24WA-0836 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0759)24WA-0759 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1288)24WA-1288 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
8/16/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0831)24WA-0831 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/21/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1060)24WA-1060 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1015)24WA-1015 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1261)24WA-1261 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0863)24WA-0863 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0881)24WA-0881 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/29/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0969)24WA-0969 | *Information technology*Artificial Intelligence (AI) |
6/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0808)24WA-0808 | *Federal non-compete law*State non-compete law |
5/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1001)24WA-1001 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0846)24WA-0846 | *Computer software*Google |
5/23/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0737)24WA-0737 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/8/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1003)24WA-1003 | *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 |
6/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1246)24WA-1246 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0696)24WA-0696 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/4/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0964)24WA-0964 | *Sexual harassment prevention*Company culture |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1124)24WA-1124 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/20/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1208)24WA-1208 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-0967)24WA-0967 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/7/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0999)24WA-0999 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0753)24WA-0753 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0933)24WA-0933 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/4/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0931)24WA-0931 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/4/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0741)24WA-0741 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/9/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1141)24WA-1141 | *Sexual harassment prevention*Company culture |
6/22/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1051)24WA-1051 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/14/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1008)24WA-1008 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0919)24WA-0919 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/3/2024 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1135)24WA-1135 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/21/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0973)24WA-0973 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/7/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0983)24WA-0983 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1058)24WA-1058 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/14/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0921)24WA-0921 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/3/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1125)24WA-1125 | *Computer software*Google |
6/20/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0757)24WA-0757 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0943)24WA-0943 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/5/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1121)24WA-1121 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/20/2024 | 6 - 8:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0883)24WA-0883 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1273)24WA-1273 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
8/2/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0781)24WA-0781 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0816)24WA-0816 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/18/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0955)24WA-0955 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/6/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1029)24WA-1029 | *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 |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0748)24WA-0748 | *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 |
5/9/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0889)24WA-0889 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0771)24WA-0771 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1023)24WA-1023 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/11/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1215)24WA-1215 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/27/2024 | 12 - 2:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0946)24WA-0946 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/5/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0835)24WA-0835 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0783)24WA-0783 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0906)24WA-0906 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1284)24WA-1284 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
8/12/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1041)24WA-1041 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/13/2024 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0940)24WA-0940 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1096)24WA-1096 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/17/2024 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1266)24WA-1266 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/24/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1025)24WA-1025 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/11/2024 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0847)24WA-0847 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/23/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1198)24WA-1198 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0755)24WA-0755 | *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 |
5/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1210)24WA-1210 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0970)24WA-0970 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1138)24WA-1138 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/21/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0900)24WA-0900 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0701)24WA-0701 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/4/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1205)24WA-1205 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/27/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1285)24WA-1285 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/12/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1259)24WA-1259 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1139)24WA-1139 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/21/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1166)24WA-1166 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/24/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0782)24WA-0782 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/14/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0807)24WA-0807 | *Employee relations*Leadership |
5/17/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1297)24WA-1297 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
8/24/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0990)24WA-0990 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/8/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1099)24WA-1099 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/18/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1031)24WA-1031 | *Computer software*Google |
6/12/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1019)24WA-1019 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0725)24WA-0725 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0738)24WA-0738 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/8/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1104)24WA-1104 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 3 - 8:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1018)24WA-1018 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/11/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1286)24WA-1286 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/12/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0747)24WA-0747 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1032)24WA-1032 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1197)24WA-1197 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0851)24WA-0851 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0920)24WA-0920 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/3/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1043)24WA-1043 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (24WA-0993)24WA-0993 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1213)24WA-1213 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/27/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1079)24WA-1079 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/15/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1013)24WA-1013 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1030)24WA-1030 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/12/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0864)24WA-0864 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1094)24WA-1094 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/17/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0749)24WA-0749 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/9/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0915)24WA-0915 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1301)24WA-1301 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
8/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0745)24WA-0745 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0980)24WA-0980 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/7/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1153)24WA-1153 | *Sexual harassment prevention*Company culture |
6/24/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1274)24WA-1274 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
8/2/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1152)24WA-1152 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/22/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0910)24WA-0910 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0732)24WA-0732 | *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 |
5/8/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1093)24WA-1093 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/17/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0953)24WA-0953 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1272)24WA-1272 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/31/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0858)24WA-0858 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/25/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1154)24WA-1154 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0789)24WA-0789 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/14/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1036)24WA-1036 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/12/2024 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0723)24WA-0723 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/7/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1109)24WA-1109 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0977)24WA-0977 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/7/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0918)24WA-0918 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/3/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0819)24WA-0819 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
5/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0874)24WA-0874 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0790)24WA-0790 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-1199)24WA-1199 | *Information technology*Cryptocurrency*Blockchain |
6/26/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0785)24WA-0785 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1055)24WA-1055 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/14/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0767)24WA-0767 | *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 |
5/11/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1075)24WA-1075 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/14/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0895)24WA-0895 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0815)24WA-0815 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0838)24WA-0838 | *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 |
5/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0927)24WA-0927 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0724)24WA-0724 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/7/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1134)24WA-1134 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/21/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0866)24WA-0866 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1146)24WA-1146 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/22/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0718)24WA-0718 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/7/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1123)24WA-1123 | *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 |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1216)24WA-1216 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/27/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0929)24WA-0929 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1170)24WA-1170 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/25/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1302)24WA-1302 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
8/28/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0848)24WA-0848 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0751)24WA-0751 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1014)24WA-1014 | *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 |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1167)24WA-1167 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0792)24WA-0792 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0717)24WA-0717 | *Classification of workers as employees or independent contractors |
5/7/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0868)24WA-0868 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0962)24WA-0962 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1083)24WA-1083 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/15/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0774)24WA-0774 | *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 |
5/13/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0995)24WA-0995 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/8/2024 | 3 - 5:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1178)24WA-1178 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0932)24WA-0932 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0877)24WA-0877 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1181)24WA-1181 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/25/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0944)24WA-0944 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0916)24WA-0916 | *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 |
6/3/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1081)24WA-1081 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/15/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0930)24WA-0930 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/4/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1045)24WA-1045 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/13/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0798)24WA-0798 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/16/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0805)24WA-0805 | *Classification of workers as employees or independent contractors |
5/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1020)24WA-1020 | *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 |
6/11/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1184)24WA-1184 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1244)24WA-1244 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/9/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1262)24WA-1262 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/22/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0985)24WA-0985 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0754)24WA-0754 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1033)24WA-1033 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/12/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1220)24WA-1220 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/28/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0731)24WA-0731 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/8/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1271)24WA-1271 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/31/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0833)24WA-0833 | *Information technology*Cryptocurrency*Blockchain |
5/22/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1177)24WA-1177 | *Federal non-compete law*State non-compete law |
6/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0804)24WA-0804 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/17/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1278)24WA-1278 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/2/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1151)24WA-1151 | *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 |
6/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1056)24WA-1056 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1106)24WA-1106 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/19/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1176)24WA-1176 | *Employee relations*Leadership |
6/25/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1059)24WA-1059 | *Employee relations*Leadership |
6/14/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0861)24WA-0861 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1069)24WA-1069 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0710)24WA-0710 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/6/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0965)24WA-0965 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/7/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0991)24WA-0991 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/8/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0972)24WA-0972 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/7/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0746)24WA-0746 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0709)24WA-0709 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/6/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0987)24WA-0987 | *Federal non-compete law*State non-compete law |
6/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1179)24WA-1179 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/25/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0907)24WA-0907 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1070)24WA-1070 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0850)24WA-0850 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/24/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0869)24WA-0869 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0988)24WA-0988 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/8/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1061)24WA-1061 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0908)24WA-0908 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1255)24WA-1255 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
7/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1289)24WA-1289 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
8/16/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1048)24WA-1048 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0856)24WA-0856 | *Classification of workers as employees or independent contractors |
5/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0779)24WA-0779 | *Information technology*Artificial Intelligence (AI) |
5/14/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1044)24WA-1044 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/13/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1298)24WA-1298 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
8/24/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0886)24WA-0886 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1105)24WA-1105 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/19/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1122)24WA-1122 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1088)24WA-1088 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/17/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1239)24WA-1239 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0817)24WA-0817 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/18/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0998)24WA-0998 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Introduction to Forensic Data Analytics (Webinar) (24WA-1063)24WA-1063 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0902)24WA-0902 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1067)24WA-1067 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1052)24WA-1052 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/14/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1147)24WA-1147 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0822)24WA-0822 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/20/2024 | 12:30 - 2:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1017)24WA-1017 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/11/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1254)24WA-1254 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1226)24WA-1226 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/28/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1275)24WA-1275 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
8/2/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0719)24WA-0719 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1277)24WA-1277 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/2/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1128)24WA-1128 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1276)24WA-1276 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
8/2/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1057)24WA-1057 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/14/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1012)24WA-1012 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/11/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1224)24WA-1224 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/28/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1175)24WA-1175 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/25/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1234)24WA-1234 | *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 |
6/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1219)24WA-1219 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0961)24WA-0961 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0981)24WA-0981 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0842)24WA-0842 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/22/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0726)24WA-0726 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1066)24WA-1066 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/14/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0867)24WA-0867 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/28/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1129)24WA-1129 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/21/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0799)24WA-0799 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/16/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0796)24WA-0796 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/15/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0762)24WA-0762 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/11/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1237)24WA-1237 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/29/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1107)24WA-1107 | *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 |
6/19/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1038)24WA-1038 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0839)24WA-0839 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
5/22/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0996)24WA-0996 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/8/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0780)24WA-0780 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0941)24WA-0941 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0740)24WA-0740 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0736)24WA-0736 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/8/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1257)24WA-1257 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0952)24WA-0952 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/6/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1172)24WA-1172 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1131)24WA-1131 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/21/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1300)24WA-1300 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
8/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0911)24WA-0911 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1200)24WA-1200 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-1156)24WA-1156 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/24/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0934)24WA-0934 | *Performance target design*Target testing |
6/4/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0810)24WA-0810 | *Performance target design*Target testing |
5/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1204)24WA-1204 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0827)24WA-0827 | *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 |
5/21/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1228)24WA-1228 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/28/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1214)24WA-1214 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1148)24WA-1148 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0959)24WA-0959 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1253)24WA-1253 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/12/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0708)24WA-0708 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/6/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0951)24WA-0951 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/6/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1120)24WA-1120 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/19/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0957)24WA-0957 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/6/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1249)24WA-1249 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0760)24WA-0760 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1279)24WA-1279 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
8/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1163)24WA-1163 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0924)24WA-0924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/4/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1111)24WA-1111 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/19/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1280)24WA-1280 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
8/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0904)24WA-0904 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1092)24WA-1092 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/17/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1159)24WA-1159 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0888)24WA-0888 | *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 |
5/30/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1027)24WA-1027 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/11/2024 | 1 - 3:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1191)24WA-1191 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/25/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0942)24WA-0942 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/5/2024 | 11 a.m. - 6:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1293)24WA-1293 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/21/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0765)24WA-0765 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1005)24WA-1005 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1162)24WA-1162 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/24/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1127)24WA-1127 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/20/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1250)24WA-1250 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1004)24WA-1004 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0935)24WA-0935 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/4/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1173)24WA-1173 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/25/2024 | 3 - 5:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0922)24WA-0922 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1209)24WA-1209 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/27/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0928)24WA-0928 | *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 |
6/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1102)24WA-1102 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/18/2024 | 11 a.m. - 4:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0975)24WA-0975 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1232)24WA-1232 | *Information technology*Artificial Intelligence (AI) |
6/29/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0750)24WA-0750 | *Computer software*Google |
5/9/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1140)24WA-1140 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0752)24WA-0752 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0756)24WA-0756 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1287)24WA-1287 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
8/16/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1296)24WA-1296 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
8/24/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1169)24WA-1169 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0699)24WA-0699 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1053)24WA-1053 | *Classification of workers as employees or independent contractors |
6/14/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1010)24WA-1010 | *Sexual harassment prevention*Company culture |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1192)24WA-1192 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1188)24WA-1188 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0802)24WA-0802 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0713)24WA-0713 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/6/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0878)24WA-0878 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0984)24WA-0984 | *Classification of workers as employees or independent contractors |
6/8/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-1011)24WA-1011 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/11/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0958)24WA-0958 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1064)24WA-1064 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1118)24WA-1118 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/19/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1046)24WA-1046 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/13/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1040)24WA-1040 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/13/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0912)24WA-0912 | *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 |
6/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1150)24WA-1150 | *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 |
6/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0949)24WA-0949 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0776)24WA-0776 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/14/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1229)24WA-1229 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/28/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0978)24WA-0978 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/7/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1283)24WA-1283 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1193)24WA-1193 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1183)24WA-1183 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1294)24WA-1294 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/21/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0795)24WA-0795 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/15/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1252)24WA-1252 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/12/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0845)24WA-0845 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/23/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0730)24WA-0730 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0824)24WA-0824 | *Employee relations*Leadership |
5/21/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1130)24WA-1130 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/21/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0733)24WA-0733 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/8/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0923)24WA-0923 | *Classification of workers as employees or independent contractors |
6/4/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1047)24WA-1047 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1002)24WA-1002 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0788)24WA-0788 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1098)24WA-1098 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/17/2024 | 3 - 5:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0823)24WA-0823 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/21/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0820)24WA-0820 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/20/2024 | 10:30 a.m. - 12:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1248)24WA-1248 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/10/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1217)24WA-1217 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/27/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0954)24WA-0954 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/6/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0855)24WA-0855 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/25/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1077)24WA-1077 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0936)24WA-0936 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/4/2024 | 5 - 6 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1269)24WA-1269 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/31/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1231)24WA-1231 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/28/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0743)24WA-0743 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/9/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0974)24WA-0974 | *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 |
6/7/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0901)24WA-0901 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0884)24WA-0884 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/29/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0896)24WA-0896 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 3 - 6:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's The Digital Home (Webinar) (24WA-1242)24WA-1242 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1164)24WA-1164 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/24/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1071)24WA-1071 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/14/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0697)24WA-0697 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/4/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Featured Leadership Academy (In-person) (24SR-0001)24SR-0001 | *Workshop 1 – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) |
6/26/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
401(k) Audit Basics: Part 3 - Distribution Testing, Investments and Audit Wrap-up (Webinar) (24WI-0061)24WI-0061 | *Plan distributions and benefit payments*Investments and related disclosures*ERISA Section 103(a)(3)(C) audits*Audit wrap-up |
5/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
401(k) Audit Basics: Part 4 - Notes to Financial Statements and Current Topics (Webinar) (24WI-0063)24WI-0063 | *Unique plan financial statement disclosures*Hot topics for your 2024 EBP audits*Q&As |
5/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax (Webinar) (24WI-0062)24WI-0062 | *Data security*Innovation in tax technology*Current cybersecurity threats*Steps to take to prevent a cyber incident*What to do if a cybersecurity incident occurs*What a cyber incident response process looks like |
5/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Rewind (Webinar) (24WI-0060)24WI-0060 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum (Webinar) (24WI-0064)24WI-0064 | *Tax practice management*Outsourcing*Offshoring*Virtual tax practice/remote work*Staff management strategies*Billing and client service strategies |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Summer Tax Rewind (Webinar) (24WI-0065)24WI-0065 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
7/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Featured MNCPA Management & Business Advisers Conference (MBAC24) (24CF-MBAC)24CF-MBAC | |
6/11/2024 | 8 a.m. - 5 p.m. | Brooklyn Center, MN and Online | 24 CPE (see agenda) | 5 Ethics |
Agriculture Tax & Accounting Conference (Virtual) (24CF-AGRC)24CF-AGRC | *Long-term care issues for farmers*Succession planning for farms*The details of the 2024 Farm Bill*Accounting and auditing updates |
8/14/2024 | 8:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of School Districts Conference (24CF-SCHL)24CF-SCHL | |
6/3/2024 | 8 a.m. - 4:45 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | 1 Ethics |
MNCPA Estate & Personal Financial Planning Conference (24CF-EPFP)24CF-EPFP | |
6/17/2024 | 8:30 a.m. - 4:45 p.m. | Brooklyn Center, MN and Online | 16 CPE (see agenda) | |
MNCPA Audits of Employee Benefit Plans Conference (24CF-EBPA)24CF-EBPA | |
5/20/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0161)24WI-0161 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
6/12/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0146)24WI-0146 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0134)24WI-0134 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
5/22/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0183)24WI-0183 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
6/27/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0153)24WI-0153 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
6/6/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0174)24WI-0174 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
6/21/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0138)24WI-0138 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
5/28/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0141)24WI-0141 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
5/30/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0114)24WI-0114 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
5/6/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0142)24WI-0142 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
5/30/2024 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0167)24WI-0167 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
6/14/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Good Governance -- V2.0 (Webinar) (24WI-0171)24WI-0171 | *Duty of care*Duty of loyalty*Increased risk factors*Minimizing liability*Ethical strategies |
6/18/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Strategic Foresight (Webinar) (24WI-0155)24WI-0155 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAexpress: Smarter Decision Making -- V2.0 (Webinar) (24WI-0157)24WI-0157 | *Decision-making styles*Solving problems*Decision fatigue*Organizational factors*Anchor effect*Psychological factors |
6/10/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0119)24WI-0119 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
5/9/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0136)24WI-0136 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
5/23/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0172)24WI-0172 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
6/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0158)24WI-0158 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
6/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0166)24WI-0166 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
6/14/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0152)24WI-0152 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
6/6/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0180)24WI-0180 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
6/26/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Strategic Foresight (Webinar) (24WI-0132)24WI-0132 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
5/21/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0122)24WI-0122 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
5/13/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0120)24WI-0120 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
5/10/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0128)24WI-0128 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
5/17/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0149)24WI-0149 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
6/5/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
CANCELLED - Futuristic Audit Trends: The Future is Now (Webinar) (24WI-0179)24WI-0179 | *Cloud technology, AI, Machine Learning and Blockchain*Cloud Advisory services*Utilization of remote technology and technologic innovations to create more efficient engagements*Next steps for audit firms to avoid being disrupted |
6/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0159)24WI-0159 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
6/11/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Emotional Intelligence -- V2.0 (Webinar) (24WI-0163)24WI-0163 | *What is emotional intelligence?*Benefits of emotional intelligence*Steps to increase your emotional intelligence*Emotional intelligence in decision-making*Self-awareness*Skills to get ahead*Relationship management |
6/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Effective Change Management -- V2.0 (Webinar) (24WI-0177)24WI-0177 | *Different personality traits and how they might react during a time of change*The five change management principles*Kotter's 8 step change model*The Murphy plow story |
6/24/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0162)24WI-0162 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
6/12/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0133)24WI-0133 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
5/22/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0131)24WI-0131 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0182)24WI-0182 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
6/27/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0126)24WI-0126 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
5/16/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0164)24WI-0164 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
6/13/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0129)24WI-0129 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
5/20/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0165)24WI-0165 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
6/14/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
MBAexpress: Latest in Leadership -- V2.0 (Webinar) (24WI-0173)24WI-0173 | *Leadership attributes*Leadership styles*Improvisation*Listening to understand vs. listening to respond |
6/20/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0145)24WI-0145 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
6/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0170)24WI-0170 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
6/17/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0117)24WI-0117 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0140)24WI-0140 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0178)24WI-0178 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
6/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0143)24WI-0143 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
5/31/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0154)24WI-0154 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
6/7/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0125)24WI-0125 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
5/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0135)24WI-0135 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
5/23/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0123)24WI-0123 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
5/14/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0160)24WI-0160 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0148)24WI-0148 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
6/5/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0124)24WI-0124 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
5/15/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are You Running Your Business or Is Your Business Running You? (Webinar) (24WI-0139)24WI-0139 | *Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there*People: How to get the right people...because you can't achieve your vision unless you have great people helping you do so*Data: How to get laser-focused on the numbers...because the numbers never lie. They give you the pulse on what's happening in your organization at any given time*Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision*Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable. |
5/29/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
MBAexpress: Listening for Leaders -- V2.0 (Webinar) (24WI-0156)24WI-0156 | *Types of listening*Levels of listening*Listening to respond*Introverts and extroverts*Listening bias*Body language |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0176)24WI-0176 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
6/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0175)24WI-0175 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
6/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0181)24WI-0181 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
6/26/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0137)24WI-0137 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
5/24/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0169)24WI-0169 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
6/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0127)24WI-0127 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
5/16/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0121)24WI-0121 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
5/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0130)24WI-0130 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
5/20/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0184)24WI-0184 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
6/28/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0144)24WI-0144 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
6/3/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
A Future Ready Innovation Framework (Webinar) (24WI-0151)24WI-0151 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
6/6/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Essence of Entrepreneurship -- V2.0 (Webinar) (24WI-0168)24WI-0168 | *Why current business plans that focus primarily on the numbers is the wrong approach*People, opportunity, context, risk and reward*The dark side of being an entrepreneur*Lead-generation strategies |
6/17/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Future Ready Innovation Framework (Webinar) (24WI-0116)24WI-0116 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
5/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0147)24WI-0147 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
6/4/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0118)24WI-0118 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
5/9/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's Accountant's Artificial Intelligence Conference (Virtual) (24CF-K2AI)24CF-K2AI | *How to get started with today's leading AI tools*Examples of what you can -- and can't do -- with AI*Potential security and privacy issues associated with AI*Accountant-centric problems AI can help you solve |
6/20/2024 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of Local Governments Conference (Virtual) (24CF-GOVT)24CF-GOVT | |
10/21/2024 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
New Women’s Leadership Series: Women's Equality Day (Webinar) (24WM-P002)24WM-P002 | *Women's equality and equity |
8/26/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Women’s Leadership Series: Women's Entrepreneurship Day (Webinar) (24WM-P003)24WM-P003 | *Women's entrepreneurship |
11/19/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0104)24WS-0104 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
6/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0100)24WS-0100 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
5/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0099)24WS-0099 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0103)24WS-0103 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
6/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0107)24WS-0107 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0108)24WS-0108 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
8/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0106)24WS-0106 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0102)24WS-0102 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0110)24WS-0110 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
8/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0109)24WS-0109 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
8/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0105)24WS-0105 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0111)24WS-0111 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
9/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0101)24WS-0101 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Tax Legislation: The Secure Act 2.0 (Self-Study) (24SX-0001)24SX-0001 | *Implications for individuals
*Changes to the Saver's Credit
*Changing the required minimum distribution rules for Roth 401(k)s
*Changes to required beginning dates for required minimum distributions of retirement plans.
*Penalty-Free Withdrawals for Certain Emergency Expenses
*Special provisions for firefighters and military personnel spouses
*Increases in catch-up contributions
*Impact on 529 plans
*Opportunities for student loan payment matching
*Implications for Employers
*Starter Section 401(k) plans for small employers
*Requiring automatic 401(k) enrollment
*Improving worker access to emergency savings
*Increasing part-time workers' access to retirement accounts
*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
*Multiple employer Section 403(b) plans
*Automatic portability provisions
*Other changes in the administration of company retirement plans |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Upper Midwest CPA Firm Summit (In-person) (24SR-P041)24SR-P041 | *Business formation
*Corporate Transparency Act
*Beneficial Ownership Information
*CPA firm risk management
*Minnesota trusts and estates
*Elder law
*Business and employment law
*Errors & Omission Insurance and claims reporting
*Minnesota Board of Accountancy regulation and enforcement update
|
5/9/2024 | 9 a.m. - 4 p.m. | Saint Cloud, MN | 6 CPE (4 tech, 2 non-tech) | |
Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (24SX-0002)24SX-0002 | *How accountant liability is a very real threat in today's litigious society *A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit *Pitfalls in which the accountant may find him- or her- self while dealing with clients *Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Accounting and Auditing for ESG (Self-Study) (24SX-0003)24SX-0003 | *ESG |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Accounting and Financial Reporting for Cryptocurrency and Other Digital Assets (Self-Study) (24SX-0004)24SX-0004 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets
*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
New Minnesota Cannabis Market Insights: Legislative Update (Sponsored Webinar) (24FR-WX01)24FR-WX01 | *Cannabis license application process*Cannabis license application fees*Social equity cannabis licenses
|
5/8/2024 | 12 - 12:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ethics and Technology (Virtual) (24SR-P012)24SR-P012 | *Understanding the differences between ethics, morals, and laws
*Key technology issues that can impact ethical behavior in businesses
*Examples of potential ethical conflicts precipitated by modern technologies |
6/27/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
K2's Testing and Auditing Excel Workbooks (Virtual) (24SR-P031)24SR-P031 | *Examples of common errors found in Excel workbooks
*How to reduce Excel errors
*Add-in solutions that can minimize spreadsheet error risk
*How PerfectXL, ClusterSeven and ActiveData tools can identify and correct errors |
10/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Virtual) (24SR-P020)24SR-P020 | *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 |
8/22/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Current Issues in Accounting and Auditing: An Annual Update (In-person) (24SR-0011)24SR-0011 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
6/10/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P037)24SR-P037 | *Best practices associated with creating Excel workbooks, including managing workbooks
*How to secure Excel workbooks
*Collaboration options and best practices
*Effective reporting techniques |
12/12/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Small Business Accounting Shootout (Virtual) (24SR-P029)24SR-P029 | *Small business accounting landscape
*How solutions from leading providers can potentially solve your small business accounting and reporting issues
*Solutions from Intuit, Sage, Xero, Wave and Zoho
*Third-party add-ins to help with automated data entry, sales tax processing, reporting and business intelligence
*Investment estimates for acquiring and implementing a new accounting solution |
10/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Virtual) (24SR-P032)24SR-P032 | *Best practices for creating, editing and managing PDFs
*Creating and distributing PDF forms
*Integrating PDFs with other applications
*Securing your PDFs |
10/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Social Security and Medicare: Planning for You and Your Clients (In-person) (24SR-0010)24SR-0010 | *Latest legislative developments
*In-depth coverage of the best planning options for maximizing joint Social Security benefits
*Retirement benefit amounts in various circumstances and how the amounts are distributed within the family unit
*Qualification -- has the client retired?
*How business entities may be used for Social Security advantage
*Tactics to avoid income taxation of Social Security
*Spousal benefits and considerations, including those related to work and survivor benefits
*Disability benefits
*When to start Social Security benefits -- advantages and disadvantages at age 62, full retirement age and age 70
*Coordinating benefits -- take Social Security first and IRA distributions later or vice versa?
*Pensions -- distribution strategies and how to use the minimum distribution rules in concert with Social Security benefits
*IRAs and Roth conversion considerations
*Medicare and Part D prescription drug considerations for retirees |
6/5/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P009)24SR-P009 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
6/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (24SR-0009)24SR-0009 | *Timely coverage of late-breaking tax legislation
*SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
*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
*The best new income tax and estate planning ideas
*The changing Social Security landscape -- long-term solvency issues and what it means for retirement planning
*Creative charitable giving strategies
*Financial planning strategies
*Maximizing retirement plan benefits
*Using intentionally defective grantor trusts
*Miscellaneous tax planning techniques that can add up to significant tax savings
*How to use the whole family for tax savings
*Life insurance
*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings |
6/4/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P007)24SR-P007 | *Best practices associated with creating Excel workbooks, including managing workbooks
*How to secure Excel workbooks
*Collaboration options and best practices
*Effective reporting techniques |
6/21/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (In-person) (24SR-0012)24SR-0012 | *Overview of preparation, compilation and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
6/10/2024 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZW01)24SR-ZW01 | *Recently issued FASB accounting standards updates
*Private Company Council (PCC) update
*Items on the FASB's technical agenda
*Leases -- Topic 842
*ASC 326 -- Current Expected Credit Losses (CECL)
*Review of SAS 142 -- focus on audit evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*Detailed review of SAS 145
*Other important accounting and auditing practice matters |
10/28/2024 | 8:30 a.m. - 4:30 p.m. | Willmar, MN | 8 CPE (8 tech, 0 non-tech) | |
New ESG: What CPAs Need to Know (Virtual) (24SR-P033)24SR-P033 | *The evolution and rise of ESG
*Examples of ESG metrics
*Why the investment community is flexing their muscle on ESG
*Why companies are embracing ESG
*How ESG impacts private companies, public companies and nonprofits
*The most commonly adopted ESG frameworks in North America
*How ESG creates opportunities for CPAs in both industry and public practice |
11/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Virtual) (24SR-P024)24SR-P024 | *Excel macros by using the Macro Recorder
*Fundamentals of writing VBA code
*Saving and sharing macros
*Getting started with User-Defined Functions |
9/26/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Virtual) (24SR-P018)24SR-P018 | *Tips for improving efficiency with QuickBooks and QuickBooks Online
*Better reporting when working in QuickBooks environments
*Tips for cleaning up QuickBooks and QuickBooks Online instances
*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
7/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (In-person) (24SR-0020)24SR-0020 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax
*Sections 1202 and 1244 stock
*Charitable contributions of property |
12/17/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Essentials for Staff Accountants (Virtual) (24SR-P001)24SR-P001 | *Best practices for creating and working with Excel workbooks
*Effectively using Excel functions when creating formulas
*The importance of pivot tables in modern reporting environments
*Best practices for formatting your workbooks |
5/7/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZD02)24SR-ZD02 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/10/2024 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
New Navigating Lease Complexities Post-Adoption (Virtual) (24SR-P004)24SR-P004 | *Lessons learned from the adoption of the lease accounting standard
*Common pitfalls and how you can avoid them
*Related party leases and leasehold improvements using recent FASB developments
|
5/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Business Resilience (Virtual) (24SR-P026)24SR-P026 | *Business resilience with a resilient workforce
*Post-pandemic strategies for your business to succeed
*Pivoting and changing business models -- a case study
*Top trends in the workforce of the future
*Employee retention -- how to retain top talent
*Managing a remote workforce
*Accomplishing work in a multigenerational workplace |
9/26/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZM01)24SR-ZM01 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/12/2024 | 8:30 a.m. - 4:30 p.m. | Fergus Falls, MN | 8 CPE (8 tech, 0 non-tech) | |
Ethics Update for the CPA (In-person) (24SR-ZL01)24SR-ZL01 | *Basic framework of the AICPA Code of Professional Conduct
*Current issues in ethics code revisions
*Noncompliance with laws or regulations (NOCLAR)
*Unpaid fees
*CPA exam disclosures
*DOL independence
*Private equity ownership
*Minnesota Board of Accountancy update -- law/rule changes and enforcement issues |
5/7/2024 | 8:30 a.m. - 4:30 p.m. | Marshall, MN | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
K2's Mastering Advanced Excel Functions (Virtual) (24SR-P011)24SR-P011 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
*Legacy features and functions such as AGGREGATE
*Effective forecasting in Excel |
6/27/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Federal Tax Update: Individual and Business Current Developments (Livestream) (24SR-0024)24SR-0024 | *Newly enacted income tax legislation
*Issuance of income tax regulations
*Court cases
*IRS notices
*Revenue procedures
*Private letter rulings affecting individuals and businesses |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Tips, Tricks and Techniques for Accountants (Virtual) (24SR-P002)24SR-P002 | *Fundamental Excel techniques for accounting and financial professionals
*Creating date-based calculations in Excel
*How to create Excel templates
*Key options you should enable in Excel
*Linking data in Excel |
5/8/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Foundations of Business Valuation (In-person) (24SR-0007)24SR-0007 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
Reviewing Partnership Tax Returns: What Are You Missing? (In-person) (24SR-0021)24SR-0021 | *Common errors made involving the following tax forms: Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562 and Form 4797 |
12/17/2024 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Virtual) (24SR-P025)24SR-P025 | *Cloud-based options available in a Microsoft 365/Office 365 environment
*How to use tools such as Teams, Planner and Power Automate
*Storing data in SharePoint Online and OneDrive for Business |
9/26/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performing Effective and Efficient Audit Sampling and Analytical Procedures (In-person) (24SR-0013)24SR-0013 | *Types of sampling and sampling risk
*Attribute testing for tests of controls and compliance
*Variable sampling for substantive assurance
*Differentiating statistical and nonstatistical sampling approaches
*Determining sample sizes in a compliance audit
*Preliminary analytical procedures as risk assessment procedures
*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation
*When to use substantive analytical procedures for efficiency and effectiveness
*Establishing expectations for substantive analytical procedures
*Setting a threshold for differences
*Following up on differences from expectations
*Concluding on substantive analytical procedures |
6/25/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools for Protecting Information (Virtual) (24SR-P028)24SR-P028 | *Today's cybersecurity risks
*Identifying major cybersecurity risks
*Implementing specific steps to reduce risk |
10/29/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Beginning-in-Charge (In-person) (24SR-0014)24SR-0014 | *What is expected of the in-charge
*Engagement planning
*Assessing risk and materiality
*Nonstatistical audit sampling
*Guidance for meeting clients’ needs
*Completing engagements and sidestepping common engagement wrap-up problems
*Reviewing assistants’ work
*Supervision, motivation and management best practices
*Hands-on case study practice with real-life scenarios |
8/19/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (19.8 tech, 4.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P005)24SR-P005 | *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 |
5/17/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZS01)24SR-ZS01 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
11/5/2024 | 8:30 a.m. - 4:30 p.m. | Mankato, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Technology Update (Virtual) (24SR-P030)24SR-P030 | *Developments in hardware and software
*Options for communicating and collaborating more effectively
*Addressing cybersecurity issues |
10/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Virtual) (24SR-0015)24SR-0015 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/11/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P019)24SR-P019 | *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 |
7/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Basic (In-person) (24SR-0022)24SR-0022 | *Role of new staff
*Audit objectives and major steps in the audit process
*Accounting data analytics
*Working paper techniques
*Analytical procedures
*Compilations and reviews
*Tax recognition and research
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-world situations
*Common mistakes for new staff -- and how to avoid them |
1/8/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE (15 tech, 1 non-tech) | |
K2's Advanced Excel (Virtual) (24SR-P003)24SR-P003 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/9/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Artificial Intelligence for Accounting and Financial Professionals (Virtual) (24SR-P017)24SR-P017 | *AI applications in accounting and finance
*Everyday AI tools
*Embracing the future: AI's impact on finance and accounting |
7/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's An Accountant's Guide to Blockchain and Cryptocurrency (Virtual) (24SR-P016)24SR-P016 | *The fundamental tenets of blockchain technology*Examples of applied applications of blockchain technology*Leading cryptocurrencies available today*Risks associated with cryptocurrencies |
7/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accountant's Guide to QuickBooks Online (Virtual) (24SR-P008)24SR-P008 | *QBO subscription and licensing options
*Recording routine and non-routine transactions in QBO
*Importing data to and exporting data from QBO
*Creating effective reports
*Integrating third-party applications with QBO
*Troubleshooting issues with QBO reports and data |
6/24/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Virtual) (24SR-P006)24SR-P006 | *The importance of business intelligence in today's business climate
*Differentiating between Power BI licensing options
*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Virtual) (24SR-P035)24SR-P035 | *Pivot table fundamentals, including Recommended PivotTables and the six elements of pivot tables
*Formatting pivot tables
*Advanced pivot table techniques and options, including consolidation pivot tables, user-defined calculations, and working with Power Pivot
*Analytical techniques available in pivot tables |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P038)24SR-P038 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
12/13/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology for CPAs: Don't Get Left Behind (Virtual) (24SR-P013)24SR-P013 | *Emerging technologies you should know about
*Considerations associated with upgrading to Windows 11
*Practical options for protecting your data
*New features in commonly used applications such as Excel and Adobe Acrobat DC |
6/28/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Federal Tax Update: Individuals (Form 1040) (Virtual) (24SR-0019)24SR-0019 | *Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections
*Newly enacted income tax legislation
*Court cases
*IRS guidance |
12/11/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Ethics and Technology (Virtual) (24SR-P039)24SR-P039 | *Understanding the differences between ethics, morals, and laws
*Key technology issues that can impact ethical behavior in businesses
*Examples of potential ethical conflicts precipitated by modern technologies |
12/13/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Federal Tax Update: Individual and Business Current Developments (In-person) (24SR-0023)24SR-0023 | *Newly enacted income tax legislation
*Issuance of income tax regulations
*Court cases
*IRS notices
*Revenue procedures
*Private letter rulings affecting individuals and businesses |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
Staff Training: Semi-Senior (In-person) (24SR-0017)24SR-0017 | *Guidance for satisfying client and firm needs
*Applying analytical procedures
*Conducting small audits
*Performing review service engagements
*Drafting financial statements and footnotes
*Corporate tax issues and problem-solving
*Hands-on case study practice with real-life scenarios |
11/12/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
K2's Excel Charting and Visualizations (Virtual) (24SR-P015)24SR-P015 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations |
7/18/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Virtual) (24SR-P014)24SR-P014 | *Understanding the Microsoft 365/Office 365 subscription model
*Working with vital 365-based apps and services
*Using Teams as your primary collaboration tool
*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
7/16/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Virtual) (24SR-P010)24SR-P010 | *Emerging technologies and their role in business environments
*Applied examples of artificial intelligence and machine learning
*Risks associated with emerging technologies |
6/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Federal Tax Update (Virtual) (24SR-0018)24SR-0018 | *Latest law provisions affecting 2024 returns, including developments related to SECURE 2.0 and the Inflation Reduction Act
*Review of any tax legislation enacted in 2024
*FinCEN's beneficial ownership information (BOI) reporting rules
*Regulations modifying the required minimum distribution (RMD) rules for 2024
*Developments related to energy credits, including energy efficient improvements to residences and electric vehicles
*Employee retention credit developments
*1099-K reporting rules for 2024
*Digital asset developments
*New tax cases, rulings and regulations expected to have the most significant impact on individuals and businesses, and the related planning opportunities |
12/4/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New 2024 FASB, SSARS and Auditing Update (Virtual) (24SR-P036)24SR-P036 | *FASB updates going live this year
*Common issues impacting leases and current expected credit loss (CECL) standards
*New quality management standards
*SSARS compilation and review update
*Auditing standards update
*New risk assessment standard |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (24SR-0025)24SR-0025 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0
*Preparation of various Form 1040 individual tax returns and schedules, with “filled-in” forms
*Form 7203
*Section 199A qualified business income, its calculation, limitations and examples
*Dividends and interest -- ordinary, return of capital and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.
*Security transactions -- Form 1099-B, Form 8949, Schedule D, mutual fund sales and related basis issues
*Self-employed person issues
*Schedule C deductions, including depreciation
*Sale and exchange of property -- Form 4797 and depreciation recapture, capital gains
*Passive losses -- how to handle rental property and how the passive loss rules flow to the tax forms
*Itemized deductions -- what's deductible and what's not
*Interest deductions -- limitations and timing problems
*Charitable contributions substituting for taxes
*Retirement contributions and education credits and deductions
*Tax computations -- Kiddie Tax, AMT, regular tax, tax credits
*Individual problems illustrated by form preparation for various items, with practice tips
*Impact of recent legislation and forms changes on the 1040 |
1/16/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
New Cybersecurity Compliance Made Easy: WISP and FTC Safeguards Rule (Sponsored Webinar) (24FR-WX02)24FR-WX02 | *FTC and IRS cybersecurity requirements
*Who is subject to these requirements
*What needs to be covered in your WISP
*The technology you need to secure your firm |
5/14/2024 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Internal Controls in QuickBooks Environments (Virtual) (24SR-P023)24SR-P023 | *Critical risks in QuickBooks environments
*Four common types of internal controls and how to assess the condition of the internal control structure of a small business
*Internal control options that can mitigate risk to prudently acceptable levels
*Enabling alternative control measures to improve internal controls in QuickBooks environments
*Additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks |
9/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Real Estate Taxation: Cutting Edge Tax Strategies (Virtual) (24SR-0026)24SR-0026 | *Apportionment of purchase price to bonus eligible property
*Bonus depreciation, Section 179 and de minimis expensing for real estate
*Partial disposition losses
*Deducting removal costs
*Depreciating property acquired in a like-kind exchange
*Converting nondeductible interest expense into deductible interest expense
*Section 199A for rental real estate
*Self-employment tax for rental real estate, including Airbnb properties
*The "Augusta rule" |
6/3/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Essentials of Minnesota Sales and Use Tax (In-person) (24SR-0016)24SR-0016 | *Computer software, including hosted, cloud and remote products
*Real vs. personal property
*Installation labor
*Capital equipment
*Tips for managing state tax audits
*New goods and services subject to sales tax this year |
11/7/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Virtual) (24SR-P022)24SR-P022 | *Importance of data analytics in modern business environments
*Generating and interpreting data analytics using applications such as Microsoft Office Excel and Microsoft's Power BI platform
*Regression analysis to create and validate forecasts and projections |
9/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Teams (Virtual) (24SR-P027)24SR-P027 | *Understanding the Teams platform
*Communicating and collaborating in Teams
*Adding applications and services to Teams
*Extending Teams to individuals outside your organization |
10/29/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Driving Corporate Performance: The CPA's Role (Virtual) (24SR-P021)24SR-P021 | *How to manage cash flow in uncertain times
*Eight strategies to navigate inflation
*Pricing for better profitability
*Five trends that will reshape finance this year
*How to optimize working capital -- best practices and drivers
*Strategic finance and key performance indicators
*How to navigate uncertain conditions with scenario planning
*Eliminating time wasters |
9/23/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New Foundations of Business Valuation (Livestream) (24SR-0008)24SR-0008 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZD01)24SR-ZD01 | *Recently issued FASB accounting standards updates
*Private Company Council (PCC) update
*Items on the FASB's technical agenda
*Leases -- Topic 842
*ASC 326 -- Current Expected Credit Losses (CECL)
*Review of SAS 142 -- focus on audit evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*Detailed review of SAS 145
*Other important accounting and auditing practice matters |
6/24/2024 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
New MBA in a Day (Virtual) (24SR-P034)24SR-P034 | *Strategy development and competitive analysis
*Marketing, advertising and promotion
*Communications and presentations
*Human resource tools
*Leadership and team building
*Production operations management
*Negotiations
*Project management
*Key performance indicators
*Balanced scorecard
*Quality and lean management
*Case study integrating the tools to a business |
12/4/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Construction Industry Financial Reporting, Benchmarking and Basic Taxation (Virtual) (24SR-P043)24SR-P043 | *Construction industry overview including current trends and developments
*Audit and review procedures unique to contractor engagements
*Financial reporting and disclosure requirements for construction contractors, including footnote and supplemental disclosures
*Contractor benchmarking and best practices
*Construction tax methods and strategies |
10/23/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Construction Industry GAAP Review and Contract WIP Reporting and Analytics (Virtual) (24SR-P042)24SR-P042 | *Construction industry overview including current trends and developments
*Review of construction GAAP including ASC 606 revenue recognition implementation
*Contract WIP schedules and analytical procedures |
8/20/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Impact of Recent Auditing Standards on Employee Benefit Plans (Webinar) (24WM-0006)24WM-0006 | *Recent auditing standards SAS No. 142-145*The 2024 ERISA employee benefit plan audit season*Reducing the risk of deficient audits |
5/20/2024 | 9:30 - 10:45 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars - Spring/Summer Bundle (Webinar) (24WM-0002)24WM-0002 | *Webinar 1: Topic TBA -- May 21, 10-11:40 a.m.
*Webinar 2: Topic TBA -- June 24, 10-11:40 a.m.
*Webinar 3: Topic TBA -- July 23, 10-11:40 a.m.
*Webinar 4: Topic TBA -- Aug. 20, 10-11:40 a.m. |
5/21/2024 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Quality Management Standards: Tackling the System Design (Webinar) (24WM-0007)24WM-0007 | *High-level refresher on Quality Management Standards
*How to approach designing a system of quality management
*Who to involve in the risk assessment and safeguard design process
*Estimating time required
*Developing a risk assessment mindset
*Biggest changes from current quality control standards
*Use of practice aids
*Surprises and questions from the process
*Tips and tricks to prepare for implementation from a firm that has gone through the process |
5/22/2024 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: What's Up With the Beneficial Ownership Information Reporting Requirements in Mid-2024? (Webinar) (24WM-0001)24WM-0001 | *Impact of the National Small Business United et al v. Yellen decision
*Three options businesses can use to file the report and how clients can choose the most appropriate option for their situation
*FinCEN Identifier -- what it is, how it’s used and when clients should consider applying for one
*Deadlines for filing, updating and correcting BOI reports under the Corporate Transparency Act
*Which entities are potential reporting companies and what the major exemptions are
*Rules related to who is a beneficial owner of a reporting company
*What information must be provided to FinCEN for each reporting company and beneficial owner
*Potential penalties for failure to comply with the BOI requirements in a timely manner |
5/21/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0005)24WM-0005 | *Coming soon |
8/20/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Legal and Regulatory HR Update (Webinar) (24WM-0009)24WM-0009 | *Federal legal and regulatory changes*State legal and regulatory changes*HR issues such as paid leave, Employee Sick and Safe Leave, drug testing, FLSA changes, pay transparency and more |
6/13/2024 | 9:45 - 11 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0003)24WM-0003 | *Coming soon |
6/24/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0004)24WM-0004 | *Coming soon |
7/23/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Minnesota Residency Update for Individuals, Estates and Trusts (Webinar) (24WM-0010)24WM-0010 | *Refresher on residency rules for individuals, estates and trusts
*Implications of the Kaestner and Fielding rulings on trust residency
*Taxation of nonresidents -- is it worthwhile to change residency for a trust or an individual?
*How to make residency changes for individuals and trusts
*Tips for preparing for -- and surviving -- a Minnesota residency audit |
6/20/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Case Studies in Ethical Decision-Making (Webinar) (24WM-0008)24WM-0008 | *AICPA Code of Professional Conduct*Rights theory*Utilitarian theory*Compliance with professional standards |
6/12/2024 | 1 - 2:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
MNCPA Business Valuation Conference (24CF-BVAL)24CF-BVAL | |
11/6/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (24SI-0001)24SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
Advanced Excel: Hidden Secrets and Gems (Self-Study) (24SX-0005)24SX-0005 | *Awareness of advanced functions
*Creative methods for data manipulation
*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
*Real-life examples of innovative ways to analyze and report data with Excel
*Using Excel to perform e-mail merges
*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
*Enhance creativity in your approach to developing Excel models |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Advanced Planning: Balance Sheet and Cash Flow Projections (Self-Study) (24SX-0006)24SX-0006 | *Accounts Receivable
*Inventory
*Capital Budget
*Depreciation
*Accounts Payable
*Accrued Liabilities
*Working Capital Loans
*Debt
*Project interest expense more accurately
*Solving for Cash
*Projecting Covenant Calculations
*Create a Projected Statement of Cash Flow
*Choose your format
*How to make your Statement of Cash Flow maintenance free
*Debugging a statement of Cash Flow |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Aligning Budgets to Strategy (Self-Study) (24SX-0007)24SX-0007 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (24SX-0008)24SX-0008 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
An Exhaustive Look At Fraud & Ways To Control It (Part 2) (Self-Study) (24SX-0009)24SX-0009 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Self-Study) (24SX-0010)24SX-0010 | *Discussion of analytical procedures in audit and review engagements.
*Practical examples and illustrations of analytical procedures.
*The order of operations for accomplishing analytical procedures. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Assessing Independence Under the New Yellow Book (Self-Study) (24SX-0011)24SX-0011 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Attestation Update: SSAE 19-22 (Self-Study) (24SX-0012)24SX-0012 | *SSAEs 19-22*Changes to performance and reporting requirements |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (24SX-0013)24SX-0013 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Auditing Impairment of Long-Lived Assets (Self-Study) (24SX-0014)24SX-0014 | *Indicators of impairment*Steps to recoverability testing for long-lived assets held and used*Grouping assets held and used*Allocating impairment loss and disclosures*Testing indefinite-lived intangibles for impairment, including goodwill*Valuation techniques for determining a reporting unit's fair value |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (24SX-0015)24SX-0015 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (24SX-0016)24SX-0016 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Cases in Corporate Ethics (Self-Study) (24SX-0017)24SX-0017 | *Can you protect the public interest without violating our profession's confidentiality rules?
*How can a corporate world CPA get in trouble with their board of accountancy?
*Is a culture of fear and intimidation particularly susceptible to corporate fraud?
*How can using the CPA credential get a corporate accountant in trouble?
*Is exaggerating your CPE hours a violation of our professional codes of conduct?
*What are your options when your employer is clearly breaking the law?
*Does any legislation provide effective Whistleblower protection? |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
CFO Career Upgrade with LinkedIn (Self-Study) (24SX-0018)24SX-0018 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Combating Internal Fraud (Self-Study) (24SX-0019)24SX-0019 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Common Financial Statement Disclosures (Self-Study) (24SX-0020)24SX-0020 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Communicating Financial Information to Non-Accountants (Self-Study) (24SX-0021)24SX-0021 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Compilations, Reviews and Audits: How They Differ (Self-Study) (24SX-0022)24SX-0022 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Controls to Secure a Growing Digital Footprint (Self-Study) (24SX-0023)24SX-0023 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Coping With the Growth of Online Fraud (Self-Study) (24SX-0024)24SX-0024 | *The actuation of online and other cyber frauds
*Fraudulent acts that are initiated electronically
*Automated and employee driven methods that can reduce cyber-fraud risk
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Corporate Ethics: Cases in Diversity and Inclusion (Self-Study) (24SX-0025)24SX-0025 | *Everyone can experience discrimination or harassment
*What the AICPA Code of Professional Conduct says about harassment and discrimination
*Other sources of ethical guidance
*Recent EEOC Cases*Learning about each other |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (24SX-0026)24SX-0026 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times
*Review of AICPA Code of Professional Conduct
*Review of IRS Circular 230
*Review of client tax return disclosure rules (Sec. 6103)
*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Current Issues in Performing Yellow Book Audits (Self-Study) (24SX-0027)24SX-0027 | *Latest developments relevant to Yellow Book audits*Be prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for the CPA (Self-Study) (24SX-0028)24SX-0028 | *Explore new tools and client engagement techniques using data analytics
*Introduction of popular software tools
*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Defining Where & Why Internal Controls are Needed (Self-Study) (24SX-0029)24SX-0029 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Dream Wide Awake (Self-Study) (24SX-0030)24SX-0030 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (24SX-0031)24SX-0031 | *Definition of what qualifies as an entertainment expense
*Strategies to deduct business entertainment expenses
*Deductibility of meals
*Situations not subject to the 50% meals and entertainment reduction
*How to handle automobile issues related to employer-provided parking
*Proper accounting for deductible vs. non-deductible expenditures
*The four steps to analyze business expenses
*The latest federal legislation, cases and rulings |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (24SX-0032)24SX-0032 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success
*Learn how to evaluate these qualities in job candidates and why you must do so |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (24SX-0033)24SX-0033 | *"What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.
*Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: How to Build and Keep Your A-Team (Self-Study) (24SX-0034)24SX-0034 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (24SX-0035)24SX-0035 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (24SX-0036)24SX-0036 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Excel: Advanced Defined Names & Excel Tables (Self-Study) (24SX-0037)24SX-0037 | *Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Financial and Statistical Calculations (Self-Study) (24SX-0038)24SX-0038 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (24SX-0039)24SX-0039 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (24SX-0040)24SX-0040 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (24SX-0041)24SX-0041 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (24SX-0042)24SX-0042 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (24SX-0043)24SX-0043 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Feature Review in 100 minutes (Self-Study) (24SX-0044)24SX-0044 | *Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Formatting Spreadsheets for Beginners (Self-Study) (24SX-0045)24SX-0045 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (24SX-0046)24SX-0046 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Functions and Formula Shootout (Self-Study) (24SX-0047)24SX-0047 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (24SX-0048)24SX-0048 | *Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (24SX-0049)24SX-0049 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (24SX-0050)24SX-0050 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Using Charts for a Non-Financial Audience (Self-Study) (24SX-0051)24SX-0051 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Using PivotTables for Data Analysis (Self-Study) (24SX-0052)24SX-0052 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (24SX-0053)24SX-0053 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (24SX-0054)24SX-0054 | *Examination of actual frauds
*Discussion of internal controls that could have prevented the frauds
*Contemplation of epiphanies for your own professional scenarios |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Exploring the New Lease Accounting Standard (Self-Study) (24SX-0055)24SX-0055 | *What is a lease?
*Recognition and measurement of lease assets and liabilities Impact on lessors and lessees
*Disclosures and transition rules
*Effective dates |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Financial Accounting for Related Party Transactions (Self-Study) (24SX-0056)24SX-0056 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities.
*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.
*Review the tax accounting related taxpayer standards.
*Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Shenanigans (Self-Study) (24SX-0057)24SX-0057 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Fixing Your Chart of Accounts (Self-Study) (24SX-0058)24SX-0058 | *Current Chart of Accounts Best Practices
*Why developing a chart of accounts begins with studying your organizational chart
*How to identify your account segments
*Determining the order of your account segments
*Best practices for numbering account bases
*How to avoid memorization
*Fixing Your Current Chart of Accounts
*How big company and small company software differs
*Two key approaches for preserving your historical data
*What to know when making major chart of accounts changes |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (24SX-0059)24SX-0059 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.
*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.
*illustrations of the issues companies should look for in preventing fraud and embezzlement. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (24SX-0060)24SX-0060 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Fundamentals of Income Taxation (Self-Study) (24SX-0061)24SX-0061 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
GAAP Alternatives: Perfect Storm (Self-Study) (24SX-0062)24SX-0062 | *Review of special purpose frameworks
*Discussion of non-GAAP options for financial reporting
*U.S GAAP alternatives for certain entities |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
GASB 87: Are You Ready? (Self-Study) (24SX-0063)24SX-0063 | *Leases*GASB 87*Financial reporting |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Grading Your Auditors: Are You Getting the Most Value? (Self-Study) (24SX-0064)24SX-0064 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
How Fraud Can Affect Smaller Organizations (Self-Study) (24SX-0065)24SX-0065 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
How SASs No. 134-145 Improve Risk-Based Audits (Governmental) (Self-Study) (24SX-0066)24SX-0066 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits
*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements
*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates
*New definitions and requirements related to identifying and evaluating risks of material misstatement
*Other important matters contained in SAS Nos. 134-145 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
If You Only Knew What Microsoft Word Could Do (Self-Study) (24SX-0067)24SX-0067 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (24SX-0068)24SX-0068 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Implementing and Maintaining an Internal Controls (Part 2) (Self-Study) (24SX-0069)24SX-0069 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Independence and Conflicts of Interest (Self-Study) (24SX-0070)24SX-0070 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Integrity, Objectivity and Judgment: Values in Action (Self-Study) (24SX-0071)24SX-0071 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Internal Control Changes for Remote Workers (Self-Study) (24SX-0072)24SX-0072 | *The benefits and pitfalls of remote employees *How to maximize the value provided by distance workers *Policies, procedures, and control measures designed for a more geographically dispersed workforce. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Self-Study) (24SX-0073)24SX-0073 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (24SX-0074)24SX-0074 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Intro to Governmental Accounting (Self-Study) (24SX-0075)24SX-0075 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Intro to NFP Accounting (Self-Study) (24SX-0076)24SX-0076 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
IRS Penalties and Abatements (Self-Study) (24SX-0077)24SX-0077 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
*Rules on waiver of penalties and interests
*Various forms and procedures for requesting relief
*First Time Abatement: Requirements and procedures
*How an individual taxpayer qualifies for Reasonable Cause abatement
*Procedures for requesting refund of paid penalties
*Available administrative options |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Like-kind Exchanges in Real Estate Transactions (Self-Study) (24SX-0078)24SX-0078 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
LinkedIn Profile Secrets for CPAs (Self-Study) (24SX-0079)24SX-0079 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (24SX-0080)24SX-0080 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
*Common peer review findings.
*Practice tips for high-quality engagements.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Auditing, SSARS and Attest Update (Self-Study) (24SX-0081)24SX-0081 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Common Findings in Single Audits (Self-Study) (24SX-0082)24SX-0082 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
|
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Comprehensive Accounting and Financial Reporting Update (Self-Study) (24SX-0083)24SX-0083 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Peer Reviews of SSARS Engagements (Self-Study) (24SX-0084)24SX-0084 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book Independence and Single Audit Fundamentals (Self-Study) (24SX-0085)24SX-0085 | *The conceptual framework approach to independence
*Independence threats related to preparing financial statements and accounting records
*Consideration of specific non-audit services that would and would not impair independence
*Documentation necessary to support adequate consideration of auditor consideration
*Fundamentals of a compliance audit performed under the Uniform Guidance
*Schedule of expenditure of federal awards
*Determination of major programs
*Using the Compliance Supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Testing compliance
*Writing an audit finding
*Reporting requirements of a single audit
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
AICPA Audit Quality Update and Quality Management Standards (Self-Study) (24SX-0086)24SX-0086 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit quality
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (24SX-0087)24SX-0087 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
NFP Reporting and Presentation (Self-Study) (24SX-0088)24SX-0088 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Ethics and Technology for CPAs (Self-Study) (24SX-0089)24SX-0089 |
*The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.
*The profession's need to change to meet its ethics standard in a technology-centric environment.
*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Creating a Culture of Trust in a Fraud-filled World (Self-Study) (24SX-0090)24SX-0090 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Ethics - Regulatory and Standards Update (Self-Study) (24SX-0091)24SX-0091 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Nonprofit Taxation: Key Tax Rules (Self-Study) (24SX-0092)24SX-0092 | *Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits
*A discussion of the basics of unrelated business income tax
*Excise tax on salaries exceeding $1 million
*Denial of fringe benefits and taxation of their value as UBIT
Separating businesses for purposes of UBIT
*Excess parachute payments |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Online Fraud Targeting Individuals & Companies (Self-Study) (24SX-0093)24SX-0093 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Operations Level Internal Control (Self-Study) (24SX-0094)24SX-0094 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Partnership/LLC Taxation: Tax Basis Capital Accounts (Self-Study) (24SX-0095)24SX-0095 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners
*The meaning of a "tax basis capital account"
*How the financial accounting and tax capital accounts differ from one another
*Determine a partner's share of the partnership's liabilities
*Distinguish "recourse" loans from "nonrecourse" loans
*What are "qualified nonrecourse financing" loans and how they affect partners
*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting
*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Partnerships: How to Calculate Partner Basis (Self-Study) (24SX-0096)24SX-0096 | *How to calculate the basis when the entity is formed, including the impact of contributed property
*Explains the use of both "inside" and "outside" basis determination
*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis
*Comprehensive example to illustrate the mechanics of the basis determination process
*Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (24SX-0097)24SX-0097 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (24SX-0098)24SX-0098 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (24SX-0099)24SX-0099 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (24SX-0100)24SX-0100 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (24SX-0101)24SX-0101 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (24SX-0102)24SX-0102 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (24SX-0103)24SX-0103 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (24SX-0104)24SX-0104 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (24SX-0105)24SX-0105 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (24SX-0106)24SX-0106 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (24SX-0107)24SX-0107 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Practical Excel Topics for the CPAs (Self-Study) (24SX-0108)24SX-0108 | *Understanding the structure of an Excel workbook
*Entering and manipulating data in Excel
*Creating and editing formulas
*Best practices for developing quality Excel workbooks
*Creating charts, graphs, and other forms of data output |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Real Estate Professionals, Passive Activity and Section 199A (Self-Study) (24SX-0109)24SX-0109 | *Definition of a real estate professional
*Pros and cons of being a real estate professional
*Integration of the real estate professional rules with reporting on Form 1040, Schedule E
*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Form 1040
*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules
Real estate professionals and the Form 8582 (Passive Activities)
*How to make the "grouping" election for passive activities and the flow-through deduction
*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards
*Real estate professionals and the "former passive activities" rules |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Reference Rate Reform (Self-Study) (24SX-0110)24SX-0110 | *LIBOR *Reference rate reform |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Risk Management in a Post-Covid World (Self-Study) (24SX-0111)24SX-0111 | *Black Swan Risks
*Role of Finance, Internal and External Auditors
*COSO's Risk Management Standards
*The COSO Cube
*The COSO Double Helix
*Risk Management Definitions
*Event Identification
*Expected Value Analysis
*The Heat Map
*The World Economic Forum Global Risk Reports
*Alternative Risk Responses
*Avoidance
*Reduce/Increase
*Share
*Accept
*Lessons from the Great by Choice Research
*Personal Risk Management |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Roadmap to Ethical Decision Making (Self-Study) (24SX-0112)24SX-0112 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
S Corporations: How to Calculate Shareholder Basis (Self-Study) (24SX-0113)24SX-0113 | *Analyzes the calculation of basis when the entity is formed including the impact of contributed property
*Determine the importance of shareholder loans to the entity
*Uses a comprehensive example to illustrate the mechanics of the basis determination process
*Calculate how basis is impacted by distributions of corporation property
*Identify how basis is impacted by sale/or liquidation of the S Corporation interest
*Determine how to get from the Schedule K-1 information to the basis calculations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Schedule C of Form 1040 (Self-Study) (24SX-0114)24SX-0114 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Section 174: New Rules for Research & Experimentation (Self-Study) (24SX-0115)24SX-0115 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Section 199A Deduction: Rules and Forms Reporting (Self-Study) (24SX-0116)24SX-0116 | *A deep-dive look at the Section 199A flow-through entities deduction
*Calculation of qualified business income
*Application to rental real estate - "safe harbor" rule and aggregation rules
*Self-rental rule for 199A compared to self-rental rule for passive activities
*Differing impact on the sole proprietorship, partnerships and S Corporations
*Forms reporting in Form 8995 and Form 8995-A
*199A flowchart |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: What You Need to Know (Self-Study) (24SX-0117)24SX-0117 | *Expanding Automatic Enrollment in Retirement Plans
*Increased Age for RMDs
*Higher Catch-up Contribution Limit
*Emergency Expense Penalty-Free Withdrawals
*"Starter" 401(k)s for Certain Employers
*Part-time Worker Improved Coverage
*Excise Tax Reduction for Certain Retirement Plan Accumulations
*Employee Plan Conflict Resolution Expansion
*Retroactive First Year Elective Deferrals For Sole Proprietors
*Change in Plan Requirements for Unrollees
*Surviving Spouse Election
*Reduced Tax on Excess Contributions
*Timely Plan Amendment Changes
*Elective Deferral Changes
*Employer Match as Roth Contribution |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Self-Rental Real Estate: Passive Activity & Section 199A (Self-Study) (24SX-0118)24SX-0118 | *Definition of self-rental property - both for Sections 199A and 469
*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1
*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2
*Form 8582 (passive activity)
*The flow-through entity grouping election
*Illustrative examples and consequences of failing to comply with the reporting standards
*Self-rental property and "former passive activities" rules |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Shortcuts that Excel Users Love (Self-Study) (24SX-0119)24SX-0119 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Shorten Month-End Closing Best Practices (Self-Study) (24SX-0120)24SX-0120 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
*Review and discuss information systems' headaches that slow you down
*Work through examples of close cycle "time killers" and how to resolve them
*Get inventory and cost of sales under control
*Identify the improvement projects that will yield the biggest benefit
*Review what leading edge finance managers are doing to close more quickly |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Steps to Stop External Fraud (Self-Study) (24SX-0121)24SX-0121 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Talk This Way: Communication Skills for the CPA (Self-Study) (24SX-0122)24SX-0122 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Taxation of Business Entities (Self-Study) (24SX-0123)24SX-0123 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)
*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.
*Future tax considerations that will impact various business entities. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Taxation of Judgement and Settlements (Self-Study) (24SX-0124)24SX-0124 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.
*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.
*Suggestions for drafting pleadings or settlement agreements. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Self-Study) (24SX-0125)24SX-0125 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (24SX-0126)24SX-0126 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (24SX-0127)24SX-0127 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Impact of Environmental, Social, and Governance (ESG) Related Matters on Financial Statements and Audits (Self-Study) (24SX-0128)24SX-0128 | *Overview of the impact environmental, social, and governance (ESG) matters have on the financial world
*Evolving guidance from the AICPA and other stand-setters related to ESG matters
*Risks of material misstatement in financial statements and related disclosures emerging from ESG matters |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Impact of SAS No. 145 on Risk-Based Audits (Self-Study) (24SX-0129)24SX-0129 | *New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145
*Improved application of risk-based audit concepts for a higher-quality audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Lifecycle of a Criminal Tax Investigation (Self-Study) (24SX-0130)24SX-0130 | *Who investigates tax crimes?*How are the tax crimes found?*What happens if tax crimes are discovered?*What steps are taken from the beginning of the investigation to imprisonment? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Top Accounting, Operational, Compliance Challenges for Nonprofits (Self-Study) (24SX-0131)24SX-0131 | *Special accounting and financial reporting considerations for nonprofits
*Unique operational considerations for nonprofit management and those charged with governance to monitor
*Compliance requirements commonly faced by nonprofits when providing external financial information |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (24SX-0132)24SX-0132 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Understanding Internal Control Constructs (Self-Study) (24SX-0133)24SX-0133 | *Underlying concepts of internal control*The importance of control measure interdependency |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar) (24WM-0012)24WM-0012 | *Qualified small business and farm property deduction -- what it is, who qualifies and how to report
*Prior year gifts made -- Minnesota’s treatment of gifts and three-year add-back
*Minnesota residents with non-Minnesota assets -- calculations and examples (tangibles and intangibles)
*Minnesota non-residents with Minnesota assets -- calculations and examples (tangibles and intangibles)
*Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets |
8/6/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Understanding the Form 990 and its Preparation Prerequisites (Webinar) (24WX-0065)24WX-0065 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) -- or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
6/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Interstate Insights: Regional Perspectives on Multistate Tax Trends (Webinar) (24WM-0011)24WM-0011 | *Power to tax -- perspectives from Iowa, Illinois, Minnesota, Nebraska and North Dakota
*Wayfair -- all tax types
*PL 86-272 -- federal statute recent reinterpretation
*State income taxes for partnerships, S and C Corporations, and individuals
*PTET
*Allocation apportionment
*Selling a business
*Sales and use taxes
*Transitioning from buying/selling a business
*Taxation of services
*Local taxes
*Leasing and rental -- short-term and long-term
*Individual state highlights -- what else is happening in each state
*Voluntary disclosure |
6/26/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Understanding the Form 990 and its Preparation Prerequisites (Webinar) (24WX-0062)24WX-0062 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) -- or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Understanding the "Most Common" Form 990 Schedules: A, B & C (Webinar) (24WX-0064)24WX-0064 | *What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status)*The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II*The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
6/20/2024 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Understanding the "Most Common" Form 990 Schedules: A, B & C (Webinar) (24WX-0063)24WX-0063 | *What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status)*The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II*The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
5/24/2024 | 8:30 - 11 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New AI Ethics: Balancing on the Tightrope (Webinar) (24WM-P004)24WM-P004 | *Technology threats*Ethical challenges posed by AI technologies*Opportunities for development*Vulnerabilities and risk mitigation -- adversarial attacks, data poisoning and AI-driven disinformation*Learning opportunities
|
9/11/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Monthly Tax Update with Ed Zollars - Fall/Winter Bundle (Webinar) (24WM-0013)24WM-0013 | *Webinar 1: Topic TBA -- October 21, 10-11:40 a.m.
*Webinar 2: Topic TBA -- November 26, 10-11:40 a.m.
*Webinar 3: Topic TBA -- December 19, 10-11:40 a.m.
*Webinar 4: Topic TBA -- January 15, 10-11:40 a.m. |
10/21/2024 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0014)24WM-0014 | *Coming soon |
10/21/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0015)24WM-0015 | *Coming soon |
11/26/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0017)24WM-0017 | *Coming soon |
1/15/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0016)24WM-0016 | *Coming soon |
12/19/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Auditing Complex Management Estimates (Virtual) (24SR-0027)24SR-0027 | *Common accounting estimates
*Accounting guidance related to loss and gain contingencies
*Audit guidance related to auditing accounting estimates
*Auditing expected credit losses under ASC 326
*Overview of the requirements of SAS 143
*Key changes to auditing estimates due to the issuance of ASC 326 |
11/7/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethics Update for CPAs (Webinar) (24WM-0019)24WM-0019 | *Basic framework of the AICPA Code of Professional Conduct*Current issues in ethics code revisions*Noncompliance with laws or regulations (NOCLAR)*Unpaid fees*CPA exam disclosures*DOL independence*Private equity ownership |
5/23/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New M&A: A Roadmap to a Transaction (Webinar) (24WM-0018)24WM-0018 | Major subjects coming soon |
12/16/2024 | 1 - 1:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Minnesota Cannabis Insights (Virtual) (24SR-P044)24SR-P044 | *Overview of the cannabis industry
*Minnesota cannabis update
*Social equity in the cannabis industry
*280E tax compliance
*Cannabis case law discussion
*Business valuation for cannabis companies
*Financial statement audits of cannabis companies
*Key steps to take now to better understand this industry |
6/25/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Business & Industry Miniseries (Virtual) (24CF-P001)24CF-P001 | *Coming soon |
11/14/2024 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (see agenda) | |
Business & Industry Miniseries (Virtual) (24CF-P002)24CF-P002 | *Coming soon |
2/11/2025 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (see agenda) | |
Buying and Selling a Business: Tax and Structuring Overview (Virtual) (24SR-0029)24SR-0029 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/23/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Tax Examinations and Hot Issues (Virtual) (24SR-0028)24SR-0028 | *Coverage of the Inflation Reduction Act of 2022
*Criteria that the IRS uses to select returns for examination
*Vehicles, meals, and virtual currency considerations
*Worker classification determinations on who is an employee and who is an independent contractor
*S Corporation officer's reasonable compensation issues
*Responsibilities to pay the employment taxes when the business defaults
*Tax-related identity theft procedures |
10/23/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Virtual) (24SR-0030)24SR-0030 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/24/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Most Critical Challenges in Not-for-Profit Accounting Today (VIrtual) (24SR-0032)24SR-0032 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
11/4/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Multistate Income Tax Issues (VIrtual) (24SR-0033)24SR-0033 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
12/3/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Top Five Tax Issues in Dealing with LLCs and Partnerships (Virtual) (24SR-0031)24SR-0031 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/24/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (24SX-0134)24SX-0134 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (24SX-0135)24SX-0135 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
What You Can Learn from the Statement of Cash Flows (Self-Study) (24SX-0136)24SX-0136 | *Preparation of the statement of cash flows
*Importance of identifying sources and uses of cash in financial reporting
*Financial statement analysis
*Cash-related financial statement disclosures |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
What's New in Excel (Self-Study) (24SX-0137)24SX-0137 | *New features and tools in Excel*Updates to the Excel Function Library |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (24SX-0138)24SX-0138 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (24SX-0139)24SX-0139 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Become an Ethical Leader to Drive Crucial Business Results (Webinar) (24WM-0020)24WM-0020 | *An effective altruist turns into a massive fraud
*Ethical perspectives that shape your foundation for ethical decision-making
*Real-life case study that demonstrates the importance of being a "voice of one" |
6/25/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Introduction to Employee Ownership for CPAs (Webinar) (24FR-WM01)24FR-WM01 | *Business transitions
*Startups and worker-owned cooperatives
*Employee stock ownership plans (ESOPs)
*Employee ownership trusts
*Tax benefits
*Expanding markets |
5/29/2024 | 12 - 12:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (24SS-0001)24SS-0001 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (24SS-0002)24SS-0002 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (24SS-0003)24SS-0003 | *Coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (24SS-0004)24SS-0004 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (Self-Study) (24SS-0005)24SS-0005 | *PivotTable button*Recommend PivotTables button*Quick Analysis feature*Summarize as PivotTable button with the Data Model*PivotTable values*PivotTable Design tab*Subtotals and grand totals*PivotTable style*PivotTable Analyze tab*Keyboard shortcuts*Filtering arrows*PivotTable structure using the Fields List*PivotTable using Slicers*A calculated field to a PivotTable using the PivotTable Analyze tab* Value Field Settings using a shortcut menu*PivotChart button to create an embedded PivotChart*Standard Excel charting buttons to create a PivotChart*Keyboard shortcut to create a PivotChart on its own chart sheet*PivotChart and linked PivotTable simultaneously*Chart elements using the Chart Elements button*Chart style and color scheme using the Chart Styles button*Chart layout using the PivotChart Design tab* Individual chart elements using the PivotChart Format tab*PivotChart using the Pivot Field buttons*Chart type and subtype using a shortcut menu*PivotChart fields using the Fields List*Row/column orientation using the PivotChart Design tab |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Microsoft 365: Exploring Useful Excel Functions (Self-Study) (24SS-0006)24SS-0006 | *Multiple ways to create a formula using one or more functions*Financial functions to calculate the internal rate of return, net present value, future value, present value, payment and depreciation*Date & Time functions to insert date and time components*Math & Trig functions to calculate the sum of a range of numbers; find a random number and the positive square root of a number; and round calculations to a specific number of places*Statistical functions to find the average, maximum, minimum, count, median and mode of a range of numbers plus the top five numbers*Lookup & Reference functions to find specific data and document worksheet formulas*Specific criteria and Database functions to calculate the sum, average, maximum value, minimum value and number of cells containing numbers in a database field*Text functions to improve worksheet appearance*Logical functions to perform calculations based on one or more tests |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Review of Form 709: Gift Tax Return (Self-Study) (24SS-0007)24SS-0007 | *Form 709, gift tax reporting, and the effect of the lifetime exclusion*Present interest versus future interest*The annual exclusion -- what qualifies and how is it calculated*Situations in which consenting spouses are not required to file Form 709*Gifts excluded from gift tax reporting*Adequate disclosure requirements and the statute of limitations*Proper gift tax reporting of front-end loaded Section 529 qualified tuition plans*The inclusion of up-to-date revised forms and references*Calculation of unified credit and prior year credit recalculation*Calculation of additional credit for decedent spousal unused exemption (DSUE) |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Transitioning to the Accounting Profession (Self-Study) (24SS-0008)24SS-0008 | *The AICPACode of Professional Conduct*TheConceptual Framework for Independence*Safeguarding independence when performing both attest and non-attest services*How to handle ethical dilemmas commonly faced by new professionals*Role of accounting professionals in public accounting and in industry*Characteristics common to high performing accounting professionals |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Introduction to the Audit Process and Risk Assessment (Self-Study) (24SS-0009)24SS-0009 | *History of the financial statement audit*Objective of a financial statement audit*Audit Process and Linkage*Management and the Auditor's Responsibilities*Evaluating Audit Risk*Risk Assessment Process*Risk Assessment Procedures *Documentation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fundamentals of Internal Controls (Self-Study) (24SS-0010)24SS-0010 | *Gaining an understanding of the evolution of internal controls *Components of the COSOInternal Control -- Integrated Framework*Approaches for documenting and evaluating the design and implementation of internal control over financial reporting*Critical elements of entity-level and transactional-level controls covering all assertions*Internal controls that are responsive to the risk of fraud*Case studies related to identifying deficiencies in internal control documentation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Preparation, Compilation, Review and Engagements (Self-Study) (24SS-0011)24SS-0011 | *Compare and contrast the basis and requirements of preparation, compilation, and review engagements*Identifying key reporting elements of compilation and review reports*Impact of special purpose accounting frameworks and other special issues |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (Self-Study) (24SS-0012)24SS-0012 | *Explain typical audit risks and special considerations related to cash and cash equivalents*Identify the risk of fraud related to cash and cash equivalents*Describe designing a detailed audit plan, linking assessed risk to planned procedures*Techniques used to perform the audit procedures associated with auditing cash and cash equivalents*Obtaining evidence related to cash and cash equivalents*Case study and test yourself questions related to auditing cash and cash equivalents |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Property, Plant & Equipment (Self-Study) (24SS-0013)24SS-0013 | *Assessing risk*Internal control related to property and equipment*Audit procedures for property and equipment*Construction of assets including capitalizing interest*Lease accounting requirements and disclosure of right of use asset*Disclosure of property and equipment |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounts Payable, Accrued Expenses and Debt (Self-Study) (24SS-0014)24SS-0014 | *Accounting basics for accounts payable, accrued expenses and debt*Risk associated with accounts payable, accrued expenses and debt*Key controls related to accounts payable, accrued expenses and debt*Procedures commonly used to audit debt, including compliance with restrictive covenants |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Documentation Requirements (Self-Study) (24SS-0015)24SS-0015 | *Proper documentation as a means of audit quality*Factors impacting the nature and extent of documentation*Illustrative workpapers and exercises*Use of practice aids and other mechanisms as means of audit documentation*Checklist for self-review of workpapers |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounts Receivable: An Overview (Self-Study) (24SS-0016)24SS-0016 | *Risks of material misstatement associated with auditing accounts receivable*Internal controls associated with accounts receivable*Substantive procedures used in auditing accounts receivable*External confirmation audit considerations, including evaluating responses for propriety*Evaluating the valuation of accounts receivable*The AICPA's new SAS on auditing estimates |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Inventory Observations (Self-Study) (24SS-0017)24SS-0017 | *Inventory observation procedures *When attendance at the inventory observation is impractical*Inventory under the control of a third party*Consideration of the risk of fraud in inventory counts*Sampling related to inventory observations*Considerations related to retail inventories, multiple locations*Considerations for inventory observations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Essentials of Audit Sampling (Self-Study) (24SS-0018)24SS-0018 | *Types of sampling and sampling risk*Attribute testing for tests of controls and compliance*Variable sampling for substantive assurance*Differentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a compliance audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Risk Assessment Basics (Self-Study) (24SS-0019)24SS-0019 | *Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Identifying and responding to fraud risk on an audit*Testing journal entries and other tests for management override*Fraud communications |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Guide to Auditing Common Investments (Self-Study) (24SS-0020)24SS-0020 | *Overview of common investment types*Typical audit risks and related audit procedures*Alternative Investments*Fair value disclosure, including applying the fair value hierarchy |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (24SS-0021)24SS-0021 | *Objective of financial reporting*Inter-relationships of financial statements and disclosures*Accounting changes*Financial statement preparation and review process*Best practices for financial statement preparation and review |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Review and Attestation Engagements (Self-Study) (24SS-0022)24SS-0022 | *Frequently missed issues in compilation and review engagements as noted by peer reviewers*Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information*Introduction to attestation standards (AT)*Performing attestation examination engagements*Performing attestation review engagements*Performing Agreed Upon Procedures |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Effective and Efficient Analytical Procedures (Self-Study) (24SS-0023)24SS-0023 | *Preliminary analytical procedures as risk assessment procedures*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation.*When to use substantive analytical procedures for efficiency and effectiveness*Establishing expectations for substantive analytic procedures*Setting a threshold for differences *Following up on differences from expectations*Concluding on substantive analytical procedures |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Effective Techniques for Auditing Contingencies and Going Concern (Self-Study) (24SS-0024)24SS-0024 | *Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures*Auditing managements assumptions in making the going concern evaluation*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time as defined in professional standards. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Testing Internal Control and Reporting Deficiencies (Self-Study) (24SS-0025)24SS-0025 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for and Auditing Inventory (Self-Study) (24SS-0026)24SS-0026 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*Retail inventory valuation basics*Physical inventory observation approach refresher*Accounting issues related to consigned inventory*Risk associated with and steps performed in auditing of inventories. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reviewing Audit Workpapers (Self-Study) (24SS-0027)24SS-0027 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting and Auditing Revenue (Self-Study) (24SS-0028)24SS-0028 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements*Performing an effective risk assessment related to revenue*Common internal controls and substantive audit procedures related to revenue |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for and Auditing Leases (Self-Study) (24SS-0029)24SS-0029 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance for both lessees and lessors*Detailed review of accounting by lessees *Transition guidance*Other operational issues*Control and risk considerations related to auditing leases*Common audit procedures related to auditing leases and the adoption of ASC 842 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successful Communication (Self-Study) (24SS-0030)24SS-0030 | *Barriers to communication, especially when working remotely*Modules and best practices for effective communication*Keys to effective non-verbal communication*Effective listening techniques |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Accounting for and Auditing Complex Investments (Self-Study) (24SS-0031)24SS-0031 | *The fair value measurement process*Derivative and hedge accounting under ASC 815*Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323*Accounting and auditing considerations related to investments in cryptocurrency and digital assets |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Effective Accounting Research (Self-Study) (24SS-0032)24SS-0032 | *Structure of the ASC codification*Content included and not included in the ASC*Other information contained in the codification*Best practices for performing effective and efficient accounting research |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Quality Update (Self-Study) (24SS-0033)24SS-0033 | *2017-2020 peer review results*Common sources of peer review deficiencies*AICPA Peer Review Program areas of focus for peer reviews |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounting Estimates (Self-Study) (24SS-0034)24SS-0034 | *Common accounting estimates*Accounting guidance related to loss and gain contingencies*Audit guidance related to auditing accounting estimates*Overview of the requirements of SAS 143 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (24SS-0035)24SS-0035 | *Revised format of audit opinion under SAS 134*Additional responsibilities of both management and the auditors under SAS 134*Additional requirements related to SASs 135-140*Qualified auditor reports, their wording, and when the auditor would issue one of them*Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Management Fundamentals (Self-Study) (24SS-0036)24SS-0036 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multiple generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Understanding and Testing General Information Technology Controls (Self-Study) (24SS-0037)24SS-0037 | *Defining GITC and application controls*Major categories of GITC*Understanding GITC*Testing GITC |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting Hot Topics (Self-Study) (24SS-0038)24SS-0038 | *Technology trends and hot topics*Fair value concepts*Accounting for business combinations*Asset impairment accounting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Evaluating Sufficiency and Appropriateness of Audit Evidence (Self-Study) (24SS-0039)24SS-0039 | *SAS 142, Audit Evidence (recently issued)*Relevance and reliability of audit evidence*Sources of evidence*Audit procedures*Evaluation of tests of controls*Evaluation of sufficiency and appropriateness of evidence |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Effective Communications with Management and Those Charged with Governance (Self-Study) (24SS-0040)24SS-0040 | *Relevant literature
*Communications to those charged with governance.
*Internal controls communications to management and those charged with governance
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (24SS-0041)24SS-0041 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Critical Conversations: Having the "Hard to Have" Discussions (Self-Study) (24SS-0042)24SS-0042 | *Identifying when issues need immediate resolution*Approaches for preparing for and having difficult conversations*Effective communication skills for challenging conversations |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Using the Work of a Specialist and Internal Audit (Self-Study) (24SS-0043)24SS-0043 | *Using the work of management's specialist
*Using the work of the auditor's specialist
*Using the work of internal audit
*Using the work of a pricing service
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting and Auditing Credit Losses Under ASC 326 (Self-Study) (24SS-0044)24SS-0044 | *Scope and overview of ASC 326*Applying ASC 326 and the CECL model*Transitioning to ASC 326*Presentation and disclosure requirements of ASC 326*Auditing accounting estimates*Key changes to auditing estimates due to the issuance of ASC 326 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Quality Management and Peer Review (Self-Study) (24SS-0045)24SS-0045 | *AICPA's Engagement Quality Initiative*When peer reviews are required and how they work*Recent deficiencies noted by peer reviewers in audit, review and compilation engagements*System of Quality Control required by the Auditing Standards Board (ASB)*Changes to the system of Quality Control proposed by the ASB |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (24SS-0046)24SS-0046 | *Outcomes of the recent FASB and IASB Joint Project related to Leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (24SS-0047)24SS-0047 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (24SS-0048)24SS-0048 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (24SS-0049)24SS-0049 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (24SS-0050)24SS-0050 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting Changes and Error Corrections (Self-Study) (24SS-0051)24SS-0051 | *FASB ASC Topic No 250,Accounting Changes and Error Corrections*Accounting changesand error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity; |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Self-Study) (24SS-0052)24SS-0052 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Self-Study) (24SS-0053)24SS-0053 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (24SS-0054)24SS-0054 | *When are distributions taxable? *Miscellaneous issues, including the critical difference between Section 736(a) and Section 736(b) payments*Sales of an LLC interest -- holding period and hot asset issues |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (24SS-0055)24SS-0055 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (24SS-0056)24SS-0056 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (24SS-0057)24SS-0057 | *Final regulations on "eligible terminated S Corporations" (ETSCs)*Cases, rulings, and tax law changes affecting S Corporations*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporations officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S Corporations*Tax issues for family ownership of S Corporations stock*Impact of the tax on net investment income on sales of S Corporations stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S Corporations shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S Corporations structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (24SS-0058)24SS-0058 | *Final regulations on "eligible terminated S Corporations" (ETSCs)*Cases, rulings, and tax law changes affecting S Corporations*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporations officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S Corporations*Tax issues for family ownership of S Corporations stock*Impact of the tax on net investment income on sales of S Corporations stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S Corporations shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S Corporations structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting Update (Self-Study) (24SS-0059)24SS-0059 | *Private company standard setting activities*FASB Accounting Standards Updates*Revenue recognition*Leases*Credit losses |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits (Self-Study) (24SS-0060)24SS-0060 | *The Energy-Efficient Home Improvement Credit*Residential Clean Energy Credit*The Alternative Fuel Vehicle Refueling Property Credit*Comparison of Section 25C and Section 25D credits*Changes to the Section 179D deduction*Prevailing wage and apprenticeship requirements*The new Energy Efficient Home Credit*The Clean Vehicle Credit*The Previously Owned Clean Vehicle Credit*The Qualified Commercial Clean Vehicle Credit*Application of written binding contracts*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses*What special rules apply to auto credits purchased after enactment*How a purchaser of an energy-efficient auto claims the credit*Transition rule for vehicles purchased before August 16, 2022 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Analytics for Accountants and Financial Managers (Self-Study) (24SS-0061)24SS-0061 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for Guarantees (Self-Study) (24SS-0062)24SS-0062 | *Overview of the accounting related to guarantees*Review of the reporting related to guarantees*Examination of the disclosure requirements related to guarantees |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Going Concern Considerations in the COVID-19 Environment (Self-Study) (24SS-0063)24SS-0063 | *FASB guidance in ASC 205-40 regarding required disclosures when substantial doubt about an entity's ability to continue as a going concern exists*Sample disclosures under ASC 205-40*Accountant's reporting considerations when substantial doubt exists |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (24SS-0064)24SS-0064 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's AICPA Update (Self-Study) (24SS-0065)24SS-0065 | *New SAS Nos. 142-145*AICPA Code of Professional Conduct Updates*AICPA's proposed Statements on Quality Management Standards |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 199A: Applications and Challenges (Self-Study) (24SS-0066)24SS-0066 | *The latest guidance from the IRS provided through regulations or administrative announcements*Taxpayers that own multiple entities; aggregation rules*Calculating qualified business income*The latest guidance on specified trades or businesses*Taxable income limits on specified service trades or businesses*Maximizing the 20 percent deduction for pass-through entities and Schedule Cs*Accounting for negative QBI*Whether particular tax entities offer a greater Section 199A deduction*Whether the owner of a Schedule E with net rental income can claim the Section 199A deduction*A look to the future. Will Section 199A survive? |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Artificial Intelligence for Accounting and Finance Professionals (Self-Study) (24SS-0067)24SS-0067 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Mastering Accounting for Income Taxes (Self-Study) (24SS-0068)24SS-0068 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Mastering Accounting for Income Taxes (Self-Study) (24SS-0069)24SS-0069 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Self-Study) (24SS-0070)24SS-0070 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (24SS-0071)24SS-0071 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (24SS-0072)24SS-0072 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting Principle Changes (Self-Study) (24SS-0073)24SS-0073 | *An overview of the accounting requirements with respect to accounting principle changes*Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity*The ASUs that have affected ASC topics over the last few years |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (24SS-0074)24SS-0074 | *Identifying when an election to adjust basis will be available *Determining when the basis adjustment must be made or may be made without an election *Learning how to make the calculations to determine a step-up and allocate that step-up among partnership assets *Examining practical examples dealing with a sale of a partnership interest and the effects of Section 734(b) *Exploring the alternatives to electing a basis adjustment *Understanding a distribution of property and when an inside basis adjustment can be considered *Studying examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets *Finding out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1 |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Self-Study) (24SS-0075)24SS-0075 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Self-Study) (24SS-0076)24SS-0076 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Auditing Update (Self-Study) (24SS-0077)24SS-0077 | *AICPA hot topics and standard setting initiatives*Discussion of new standard on audit evidence, SAS 142, effective for years ended December 31, 2022*Discussion of new standards on auditing accounting estimates, use of specialists, and the risk assessment process, SASs 143-145, effective for years ended December 31, 2023*Recent updates to the AICPA's Code of Professional Conduct*Recently issued or proposed updates to other AICPA professional guidance |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Business Combinations: U.S. GAAP vs. IFRS (Self-Study) (24SS-0078)24SS-0078 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's S Corporations, Partnership and LLC Tax Update (Self-Study) (24SS-0079)24SS-0079 | *Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations with examples of how to calculate stock basis*A review of like-kind exchange transactions under section 1031*Guidance on the impact of recent legislation on S Corporations and partnership entities*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
The Best S Corporations, Limited Liability, and Partnership Update Course by Surgent (Self-Study) (24SS-0080)24SS-0080 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, and Prevailing Wage and Apprenticeship Requirements-Principles and considerations for nonresident withholding, composite payments, and passthrough endity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*Special basis adjustments, including comprehensive examples |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
The Best S Corporations, Limited Liability and Partnership Update Course by Surgent (Self-Study) (24SS-0081)24SS-0081 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, and Prevailing Wage and Apprenticeship Requirements-Principles and considerations for nonresident withholding, composite payments, and passthrough endity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*Special basis adjustments, including comprehensive examples |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Business Development for Accounting and Other Professionals (Self-Study) (24SS-0082)24SS-0082 | *Marketing plans and how they provide direction and strategy for business growth*Fundamentals of an effective website*The growing importance of social media*Strategies for obtaining and cultivating referral sources*The benefits and challenges of networking organizations*Creating a niche in saturated industries*Using online publishing to meet your growth objectives |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Business Development: Referral Rally (Self-Study) (24SS-0083)24SS-0083 | *Networking organizations* Obtaining referral sources |
Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Business Development: Time Management (Self-Study) (24SS-0084)24SS-0084 | *Managing interruptions* The role of to-do lists* Creating an effective time management plan* Staying on track of your time management plan* Blocking out time |
Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Federal Tax Update (Self-Study) (24SS-0085)24SS-0085 | *Comprehensive coverage of the Inflation Reduction Act, including:- The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including: -Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Bonus depreciation in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Self-Study) (24SS-0086)24SS-0086 | *Comprehensive coverage of the Inflation Reduction Act, including:- The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including: -Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Bonus depreciation in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Self-Study) (24SS-0087)24SS-0087 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Self-Study) (24SS-0088)24SS-0088 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual Income Tax Update (Self-Study) (24SS-0089)24SS-0089 | *Timely coverage of breaking tax legislation*Residency and domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*New Form 1099-K reporting requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (24SS-0090)24SS-0090 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (24SS-0091)24SS-0091 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Self-Study) (24SS-0092)24SS-0092 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy *Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (24SS-0093)24SS-0093 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (24SS-0094)24SS-0094 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking (Self-Study) (24SS-0095)24SS-0095 | *The psychology of perception*Preparation checklist for networking*Presenting your best self*Perception management*Preparing oneself for networking*Setting expectations and limits *Seamless self-introductions *How to introduce others*Overcoming anxiety*How to start conversations*Situational questions *The art of conversation flow*Listening skills *Topics to avoid *Graceful exits*Body language*Navigating large events/conferences*One-on-one meetings*Cocktail party etiquette*Remembering names*Strategies for introverts*Follow up recommendations*How to maintain and sustain relationships long term |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Self-Study) (24SS-0096)24SS-0096 | *Electronic filing requirements for information returns*Form 1099 E-File Portal*Prevailing wage and registered apprenticeship requirements*Monetizing energy credits*Amortization of research and experimental expenditures*New rules impacting required minimum distributions *Contributions to Roth "catch-up" plans*Compliance issues regarding the Employee Retention Tax Credit *Preparing for the implementation of the Corporate Transparency Act*Section 179 and bonus depreciation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Key Partnership and S Corporations Tax Planning Strategies (Self-Study) (24SS-0097)24SS-0097 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporations 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 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Key Partnership and S Corporations Tax Planning Strategies (Self-Study) (24SS-0098)24SS-0098 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporations 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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Self-Study) (24SS-0099)24SS-0099 | *The causes of burnout in the accounting profession *Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout *Tools used to measure employee well-being |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Building Your Personal Brand (Self-Study) (24SS-0100)24SS-0100 | *The relevance of brand vs. reputation*Key components of a personal brand*Breaking down the who, what, where, when, why, and how of creating a personal brand |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Adapting to Today's Changing Accounting Landscape (Self-Study) (24SS-0101)24SS-0101 | *Evolving accounting landscape *Data complexity in accounting and tax *Value-added billing*Artificial Intelligence *Shifting client expectations *Navigating regulatory uncertainty *The impact of accountants on society *Embracing change and innovation *Pipeline challenges |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Self-Study) (24SS-0102)24SS-0102 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS *The value of servicinga niche |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (24SS-0103)24SS-0103 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (24SS-0104)24SS-0104 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study) (24SS-0105)24SS-0105 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Self-Study) (24SS-0106)24SS-0106 | *Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Converting to a C Corporation in 2022*How and why to adopt S Corporations status*Tax and business situations that impact entity selection |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (24SS-0107)24SS-0107 | *Identify chart elements*Select an embedded Pie chart using Recommended Charts; select formatting options for the chart*Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart *Recognize how to preview and print charts*Select methods to change the chart type and subtype*Identify how to apply a predefined chart layout and chart style*Recognize ways to add, select, and format individual chart elements*Select methods to add and remove data and change data orientation*Select Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts *Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (24SS-0108)24SS-0108 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (24SS-0109)24SS-0109 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (24SS-0110)24SS-0110 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (24SS-0111)24SS-0111 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Complete Guide to Liquidation of Business Entities (Self-Study) (24SS-0112)24SS-0112 | *Impact of recent legislation*The unique planning opportunities and tax traps involved in the liquidation of a business entity*Understanding installment sales and the big hurdles to favorable tax treatment in liquidation *Filing Form 966: it's more important than you think *An analysis of when liquidation is advisable -- now or later? *Strategies to pursue in light of the tax rates on dividends and capital gains *The special problems of liquidating Subchapter S Corporations *Key planning issues and benefits in liquidating partnerships and limited liability companies *An expansion of the "carried interest" provisions of Rev. Proc. 93-27 |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0113)24SS-0113 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0114)24SS-0114 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Self-Study) (24SS-0115)24SS-0115 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Self-Study) (24SS-0116)24SS-0116 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Self-Study) (24SS-0117)24SS-0117 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Self-Study) (24SS-0118)24SS-0118 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (Self-Study) (24SS-0119)24SS-0119 | *An introduction to special purpose frameworks*Authoritative and non-authoritative guidance used to prepare SPF financial statements *Common issues in preparing SPF financial statements *Cash basis and modified cash basis financial statements *Income tax basis financial statements*The AICPA's special purpose framework -- FRF for SMEs |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (24SS-0120)24SS-0120 | *Preparing for the implementation of the new requirements related to contributions of nonfinanciual assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (24SS-0121)24SS-0121 | *Preparing for the implementation of the new requirements related to contributions of nonfinanciual assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Current Survival Skills (Self-Study) (24SS-0122)24SS-0122 | *Changing Role of Financial Professionals: -Priorities-Change in mission-Valued-added actions*Strategic Measurements: -Common errors and guidelines for improvement-Balanced scorecard-Strategy development and implementation-Budgeting basics and next steps *Risk Management: -Recent lessons, including Black Swan events-Defining Enterprise Risk Management (ERM)-Implementation *Developing a Financial Leadership Pipeline: -Changing employment environment-Retaining the right employees-Compensation-Hiring process*Capital Projects: -Types of projects-Factors affecting capacity-Valuation techniques-Cash management*M&A Activity: -Current environment-Controller's role-Strategic questions-Sample transactions-Due diligence-Implementation*Introducing Improvements/Innovation: -Getting started-Establishing an environment-Potential first projects-Organizational structure |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Self-Study) (24SS-0123)24SS-0123 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Self-Study) (24SS-0124)24SS-0124 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues (Self-Study) (24SS-0125)24SS-0125 | *Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction industry*Unique audit and review issues with construction contractors *The unique relationship between the contractor and the surety *Tax compliance issues facing construction contractors *Tax opportunities created by the Inflation Reduction Act of 2022*Going concern disclosures and their importance to the construction industry*The new lease FASB ASC and its impact on the construction industry |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Risk Management (Self-Study) (24SS-0126)24SS-0126 | *Rethinking Risk Management: -Historic view-Challenges-Rules-Recent lessons-Required skills*Sources of Risk: -Economy-Competitors-Operations-Investments-Strategy-Compensation-Routine practices-Unethical behavior*Enterprise Risk Management (ERM): -Defining ERM-Areas of focus-Implementation-Planning for disasters-Business continuity-Contingencies *Analytical Tools: -Post-completion evaluations-Simulation-Z-score-Hedging-Brainstorming-Mind mapping-Delphi technique |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Service Organization Control Reports: A User Auditor View (Self-Study) (24SS-0127)24SS-0127 | *Types of SOC reports *Uses of SOC reports by user auditors *Characteristics of SOC reports *Format of a SOC1 report *Using a SOC1 report on a financial statement audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Environment (Self-Study) (24SS-0128)24SS-0128 | *Statistics compiled by the ACFE related to fraud* Professional responsibilities to identity, respond to and report fraudulent activity*The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Technology Trends and Risks of Interest to CPAs (Self-Study) (24SS-0129)24SS-0129 | *Data-driven decision making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Quality and Peer Review Update (Self-Study) (24SS-0130)24SS-0130 | *AICPA's Enhancing Audit Quality initiative *Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Capital Planning in Light of COVID-19 (Self-Study) (24SS-0131)24SS-0131 | *Formal and informal capital planning systems*Capital expenditure and nimbleness*Why a low average cost is not necessarily the best measurement*Looking at capital expenditure in light of bank requirements*Exempting certain assets from the need for analysis*Exploring the best way of project and capital analysis |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Introducing Partner Capital Account Reporting (Self-Study) (24SS-0132)24SS-0132 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account for 2021*Beginning capital account for partnerships and partners consistently reporting on the tax basis |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (24SS-0133)24SS-0133 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (24SS-0134)24SS-0134 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent'S Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (Self-Study) (24SS-0135)24SS-0135 | *Commencement of a corporate bankruptcy proceeding*Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7 and 11 bankruptcy cases*How a debtor liquidates under Chapter 7*Proofs of claim*Chapter 11 plans of reorganization*Litigation that can arise during bankruptcy *Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Crowdfunding: A General Overview (Self-Study) (24SS-0136)24SS-0136 | *How crowdfunding works*The different types of crowdfunding programs*Popular crowdfunding platforms*Strategies for building a crowdfunding community*Creating a crowdfunding campaign*Running a crowdfunding campaign |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Compilation and Review Overview (Self-Study) (24SS-0137)24SS-0137 | *Objectives of financial statement preparation, compilation, and review engagements*SSARS No. 21,Clarification and Recodification*Components and characteristics of financial statement preparation, compilation, and review engagements*Accepting and planning financial statement preparation, compilation, and review engagements*Overview of SSARS No. 22--25 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (24SS-0138)24SS-0138 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Proposed changes to the SSARS |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (24SS-0139)24SS-0139 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (Self-Study) (24SS-0140)24SS-0140 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Bankruptcy trustees*Special rights afforded to secured creditors |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Guide to Calculating S Corporations Shareholder Stock and Loan Basis (Self-Study) (24SS-0141)24SS-0141 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporations distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (24SS-0142)24SS-0142 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (24SS-0143)24SS-0143 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Self-Study) (24SS-0144)24SS-0144 | *Updates on legislative challenges*The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Visualizations and Reporting (Self-Study) (24SS-0145)24SS-0145 | *Visualization tools in Excel (camera, slicers, and timelines)*Data view- why it went away. Power BI is the visualization tool to use*All concepts learned in course are brought together in this last class to create a dashboard:-Power Query- to extract transform and load data for the dashboard-Power Pivot -to create the data model for the dashboard-DAX formulas- for pivot tables to calculate values needed for model-Pivot tables and charts- to create visualizations-Camera tool to create dashboard*Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing-Journal entry by month and income statement accounts-Descriptive statistics of journal entries-Number of journal entry by month-Journal entries by day of week-Round journal entries*Evaluate output of journal entry analytic-Other approaches-What are the false positives (noise)?*Next steps in data analytics journey |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources (Self-Study) (24SS-0146)24SS-0146 | *Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together)*Overview of various definitions of data analytics*Data analytics needs multiple sources of data*Introduction to Power Query (Get & Transform)- on data tab in Excel*Exercise- connecting to various Data Sources*Importing Excel workbook into Power Query*Connecting to a website in Power Query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform (Self-Study) (24SS-0147)24SS-0147 | *An ETL tool -- Extract Transform and Load*How Power Query ups your game in data analytics*Interface components of Power Query*Column level and table actions*Power Query is a sequential macro recorder*What is M Code?*Exercise -- cleaning and transforming a general ledger |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Formulas, Named Ranges and Formula Auditing (Self-Study) (24SS-0148)24SS-0148 | *Named ranges- how they help in creating formulas*Naming conventions and why they are important*What you need to know to master formulas*How to audit your formulas to limit errors*Exercises- formulas*Named ranges*How to enter a formula- best practices to improve skill levels |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Excel Tables (Self-Study) (24SS-0149)24SS-0149 | *Creating a table*Parts to a table*Benefits of an Excel table*Structured references-How it helps to create formulas-Formulas are column based not cell based*Tables are data sources for Power Query*Exercises- tables-Creating a table-Resizing a table-Removing duplicates-Descriptive Statistics using the Total Row-Inserting a slicer-Creating formulas using structured references |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: PivotTables (Self-Study) (24SS-0150)24SS-0150 | *Fields in a PivotTable*Benefits of PivotTable*Contextual tabs for a PivotTable*Field setting dialog box*Value field setting dialog box*Pivot table options*Exercises- PivotTables-Creating a PivotTable-Grouping by date-Sorting a PivotTable-Filtering a PivotTable-Calculations in a PivotTable-Slicers and timelines-Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Modeling (Self-Study) (24SS-0151)24SS-0151 | *How to join tables using-VLOOKUP-Power Query- append queries and merge queries-Power Pivot- Creating a relationship via diagram view*Types of relationships*Data integrity*Normalization*Facts vs dimension tables*Exercises- data modeling-VLOOKUP and index match formula-Appending data in Power Query-Merging data in Power Query-Connection only queries-Creating a relationship in Power Pivot |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions (Self-Study) (24SS-0152)24SS-0152 | *Where can you create a calculated column?*Understanding evaluation context- row and filter context*When does evaluation of the formula occur (before, as, or after the data is loaded?)*Understanding storage requirements of calculated columns*Understanding the analytical data model of the Star Schema-Dimensions-Facts*Exercises- calculated columns-Adding a calculated column in a table in Excel-Creating a dimension table in Power Query-Creating a hierarchy in Excel with calculated columns-Adding a calculated column in Power Query-JE testing with calculated columns-Other test- opening balances |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Advanced Formulas -- Array Formulas and DAX Formulas (Self-Study) (24SS-0153)24SS-0153 | *Key to understanding array formulas is Implicit Intersection*How to enter and evaluate an array formula*Examples- array and DAX formulas -Array formulas: Implicit Intersection*Understanding DAX formulas-Calculated columns and measures-Evaluation context-Context transition-Implicit vs explicit measures*Examples- DAX formulas-Creating a calculated column in Power Pivot |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Artificial Intelligence -- Basic Concepts in Excel (Self-Study) (24SS-0154)24SS-0154 | *Understanding difference between supervised and unsupervised learning*Formulas in Excel (Correl and Trend and Forecast)*Linear regression*What is artificial intelligence?*Examples- artificial intelligence-Forecast function-Trend function-Regression in Excel with the data analysis ToolPak-Creating a prediction model |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Toolkit: Tools and Applications (Self-Study) (24SS-0155)24SS-0155 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Self-Study) (24SS-0156)24SS-0156 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Self-Study) (24SS-0157)24SS-0157 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Self-Study) (24SS-0158)24SS-0158 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (24SS-0159)24SS-0159 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (24SS-0160)24SS-0160 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Disclosure Requirements for SEC Form 8-K (Self-Study) (24SS-0161)24SS-0161 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Disclosures of Risks and Uncertainties (Self-Study) (24SS-0162)24SS-0162 | *Recall the general disclosure requirements relating to risks and uncertainties*Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics: Planning and Implementation Strategies (Self-Study) (24SS-0163)24SS-0163 | *Why have companies struggled to implement data analytics?*What are the barriers you face in becoming a data-driven organization?*How does self-service business intelligence help in developing a data-driven organization?*Why is Power BI the self-service business intelligence application you should use?*Why should everyone in your company be assigned a data role? |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Excel: The Data Tools for Analysis -- Power Query and Power Pivot (Self-Study) (24SS-0164)24SS-0164 | *Demonstration in Excel: where to locate the data tools of Power Query and Power Pivot*Data skills demonstrated: data preparation and data modeling*Demonstrations in Power Query -- the Extract Transform and Load tool for data preparation of the Power BI ecosystem, including data sources Power Query can connect to; transformations; load options; operations; and sample of use cases*Demonstrations in Power Pivot, the data modeling tool of the Power BI ecosystem, including query organization; custom columns; parameters; and database capabilities |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power BI Desktop: DAX Formulas, Reporting and Visualizations (Self-Study) (24SS-0165)24SS-0165 | *Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View*Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling*Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages*Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization (Self-Study) (24SS-0166)24SS-0166 | *Demonstration of publishing from the desktop to the service*Demonstration of workspaces -- who has access, and what can they do?*Demonstration of pinning tiles to a dashboard: quick insights, questions and answers, and what you can pin*Demonstration of sharing content: analyze in Excel, apps, and dataflows*Demonstration of administrative settings in the service: security, data access, and data quality |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Self-Study) (24SS-0167)24SS-0167 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Ethical Considerations for CPAs (Self-Study) (24SS-0168)24SS-0168 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Engagement and Client Retention Best Practices (Self-Study) (24SS-0169)24SS-0169 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Ethics for Tax Professionals (Self-Study) (24SS-0170)24SS-0170 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Food, Beverage and Entertainment Expensing (Self-Study) (24SS-0171)24SS-0171 | *Special rules for 2021 and 2022 allow 100% deductibility for meals*IRS rules relating to the nondeductibility of activities considered entertainment or amusement*What constitutes entertainment for tax purposes?*When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply*When employers may deduct food and beverages provided to employees*Special rules for per diem meal payments for 2021 and 2022 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (24SS-0172)24SS-0172 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (24SS-0173)24SS-0173 | *The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (24SS-0174)24SS-0174 | *The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (24SS-0175)24SS-0175 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (24SS-0176)24SS-0176 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (24SS-0177)24SS-0177 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Issues related to compilations and reviews*Issues related to employee benefit plans*Issues related to Government Auditing Standards/Single Audits*Best practices in documentation |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (24SS-0178)24SS-0178 | *Status of the AICPA's Enhancing Engagement Quality initiative*Recent Peer Review results*Common peer review findings |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (24SS-0179)24SS-0179 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (24SS-0180)24SS-0180 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies (Self-Study) (24SS-0181)24SS-0181 | *The nature of risk in any size or type of organization*What COVID-19 has taught us about risk management*Risk tolerance and developing a risk plan*Risk identification*Risk evaluation*Risk response*Strategy risk*Financial risk*Marketing risk*Compliance and liability risk*Operational risk*Environmental risk*Cyber risk |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0182)24SS-0182 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including new and enhanced clean energy credits under the Inflation Reduction Act (IRA)*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness"; handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0183)24SS-0183 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including new and enhanced clean energy credits under the Inflation Reduction Act (IRA)*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness"; handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ethical Considerations for CPAs (Self-Study) (24SS-0184)24SS-0184 | *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 |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Surgent's Ethical Considerations for the CPA (Self-Study) (24SS-0185)24SS-0185 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Ethics for the Industry Accountant (Self-Study) (24SS-0186)24SS-0186 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's General Ethics for Tax Practitioners (Self-Study) (24SS-0187)24SS-0187 | * Who is a tax practitioner? * What responsibilities does the Office of Professional Responsibility regulate? * What limitations does the IRS place on fee arrangements? * What duties does the practitioner have with respect to client records? *What limitations apply with respect to a written tax opinion?* What sanctions may be applied for violations of Service imposed standards of conduct? |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (24SS-0188)24SS-0188 | *Describe the Excel application and explain how it is used*Start Excel, describe the Start screen, and create a new workbook*Describe Excel window elements*Open an existing workbook*Navigate in a worksheet*Select in a worksheet*Change Excel options*Access Excel help and use Key Tips*Close a workbook and close Excel*Save a workbook*Insert, reposition, select, delete and rename worksheets*Enter, edit and format cell contents*Create formulas*Use functions*Apply Accounting and Percent Style formatting*Use Flash Fill for data entry*Show and hide worksheet elements*Undo and redo an action*Work in Normal view, Page Layout view and Page Break Preview*Set page setup options, preview, and print a worksheet |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (24SS-0189)24SS-0189 | *Lesson 1: identify ways to start Excel,recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements,select Backstage view to open an existing workbook,identify worksheet navigation methods,select worksheet cells, rows, and columns,identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close Excel*Lesson 2: identify ways to insert, reposition, select, delete, and rename worksheets,recognize ways to enter, edit, and format cell contents,select ways to create formulas, identify functions, identify ways to apply Accounting and Percent Style formatting, and select Flash Fill for data entry*Lesson 3: identify ways to show and hide worksheet elements,select methods to undo and redo an action,recognize ways to switch between Normal view, Page Layout view and Page Break Preview, andselect page setup options, preview and print options |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (24SS-0190)24SS-0190 | *Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporations officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (24SS-0191)24SS-0191 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporations officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (24SS-0192)24SS-0192 | *Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft*Understanding substantiation requirements for travel, charitable contributions,vehicles, meals, and virtual currency considerations*Gain an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate*Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes,a.k.a.,the trust fund recovery penalty*Understanding IRS Audit Techniques Guides and Compliance Campaigns*Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Tax Guide to Exit Planning (Self-Study) (24SS-0193)24SS-0193 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporations, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2019: Exploring Useful Excel Functions (Self-Study) (24SS-0194)24SS-0194 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions*Quick Analysis feature |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Everything You Want to Know and Not Know About Yellow Book Independence (Self-Study) (24SS-0195)24SS-0195 | *The Yellow Book's general requirements and application guidance related to independence*The conceptual framework used for making independence determinations*Requirements and guidance for auditors providing nonaudit services*The Yellow Book documentation requirements related to independence |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Fundamentals of Public Charity Taxation and Form 990 (Self-Study) (24SS-0196)24SS-0196 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's FASB Accounting Standards Update (Self-Study) (24SS-0197)24SS-0197 | *FASB Accounting Standards Updates issued in 2020 and 2021 to date*Items on which the PCC is consulting*Projects on the FASB's Technical Agenda |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (24SS-0198)24SS-0198 | *Private company standard setting activities*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses*Lease accounting implementation guidance*ASC 326, Credit Losses*Accounting for income taxes*Accounting for debt instruments |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (24SS-0199)24SS-0199 | *Common embezzlement schemes*Common financial statement fraud schemes*Commonly missed red flags |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (24SS-0200)24SS-0200 | *Common fraud prevention strategies*Common fraud detection methods |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Why Do They Do It? The Psychology of Fraud (Self-Study) (24SS-0201)24SS-0201 | *The fraud triangle*The truth default theory*The concept of cognitive dissonance*Confirmation bias*Availability |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us (Self-Study) (24SS-0202)24SS-0202 | *Background of the Dixon, IL fraud case*Internal control weaknesses related to the $53 million fraud*Lessons learned from this case |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Role of the Whistle-Blower (Self-Study) (24SS-0203)24SS-0203 | *Understanding whistle-blowing*When should you blow the whistle?*Types of whistle-blower channels*The whistle-blower's dilemma*Successful whistle-blower letters*When is whistle-blowing unethical?*Laws to protect whistle-blowers*Ten whistle-blowing myths |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (24SS-0204)24SS-0204 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (24SS-0205)24SS-0205 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (24SS-0206)24SS-0206 | *The price of fraud -- ACFE'sReport to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (24SS-0207)24SS-0207 | *The price of fraud -- ACFE'sReport to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Self-Study) (24SS-0208)24SS-0208 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (24SS-0209)24SS-0209 | *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 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (24SS-0210)24SS-0210 | *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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (24SS-0211)24SS-0211 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporations shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporations shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (24SS-0212)24SS-0212 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporations shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporations shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (24SS-0213)24SS-0213 | *Recently issued FASB Accounting Standards Updates*Implementation issues related to ASC Topic 842, Leases |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual FASB Update and Review (Self-Study) (24SS-0214)24SS-0214 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842,Leases*ASC 326: CECL |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual FASB Update and Review (Self-Study) (24SS-0215)24SS-0215 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842,Leases*ASC 326: CECL |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (24SS-0217)24SS-0217 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships |
Self-Study | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (24SS-0218)24SS-0218 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including implementation of SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. 87,Leases*The changes that occurred in NFP presentation and disclosure as a result of ASU No. 2020-07*The effects of FASB ASC 842,Leases, on nonprofits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (24SS-0219)24SS-0219 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including implementation of SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. 87,Leases*The changes that occurred in NFP presentation and disclosure as a result of ASU No. 2020-07*The effects of FASB ASC 842,Leases, on nonprofits |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (24SS-0220)24SS-0220 | *An overview of key accounting and reporting topics within U.S. GAAP*A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers*Goodwill impairment, segment reporting, and how to account for software*Requirements related to accounting changes and error corrections |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0221)24SS-0221 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0222)24SS-0222 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (24SS-0223)24SS-0223 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (24SS-0224)24SS-0224 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Microsoft Word 365 and Word 2019: Getting Started (Self-Study) (24SS-0225)24SS-0225 | *Identify ways to start Word; create a new Word document; add and remove text,*Identify ways to save, close, and reopen a document,*Select methods to work with multiple documents, change the document view and use different methods to navigate a document,*Recognize how to preview and print a document,*Select and modify Word options; get help in Word, *Identify ways to select text,*Recognize ways to format text characters,*Select cut, copy, and paste techniques,*Identify ways to find and replace text and formatting,*Select the proofing tools,*Identify how to change page orientation and margins,*Select line spacing, paragraph alignment, and paragraph indentation options,*Recognize ways to create bulleted and numbered lists,*Select ways to insert page numbers, headers and footers, and manual page breaks*Identify how to apply styles and how to change the document theme and style set |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's The CMA's Guide to Project Management (Self-Study) (24SS-0226)24SS-0226 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (24SS-0227)24SS-0227 | *Implementing the new Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS 135, Omnibus Statement on Auditing Standards - 2019*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Goodwill Impairment Basics (Self-Study) (24SS-0228)24SS-0228 | *Goodwill impairment testing*FASB accounting and reporting requirements related to goodwill*ASC Topic 350-20*Goodwill disclosure requirements |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Goodwill Impairment Testing (Self-Study) (24SS-0229)24SS-0229 | *Initial recognition of goodwill*Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities*Disclosure requirements for goodwill |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (24SS-0230)24SS-0230 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (24SS-0231)24SS-0231 | *Employment at will--what this means in a practical sense*Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (24SS-0232)24SS-0232 | *Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess business losses and NOLs*Tax Basis Capital Account Reporting Requirements*How Section 179 limitations affect basis and how the "tax-benefit" rule is applied*S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporations; understand distributions of cash and property and post-termination transition rules, and temporary post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (24SS-0233)24SS-0233 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporations; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (Self-Study) (24SS-0234)24SS-0234 | *Evaluating whether transactions should be accounted for as contributions or as exchange transactions*Determining whether a contribution is conditional or unconditional*Become comfortable with the new barrier and right of return/right of release terminology |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (24SS-0235)24SS-0235 | *Mixed use of a residence: how deductions are limited in rental situations*Home office: qualification and calculation*Strategies and planning for renting a principal residence instead of selling it*Why buying a vacation home can be a very smart investment*Should you rent or use your vacation home? Opportunities and pitfalls*Rules for using like-kind exchanges on principal residences and vacation homes*Understanding the tax rules for acquisition indebtedness and home equity indebtedness*Maximizing your interest expense deduction in light of limitations in the tax code |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (24SS-0236)24SS-0236 | *A basic overview of the requirements imposed by HIPAA on professionals*What businesses and individuals are subject to HIPAA*Best practices for HIPAA compliance*Issues unique to accounting and finance professionals concerning HIPAA*Recognize common areas of liability under HIPAA |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's How to Settle an Estate: An Overview (Self-Study) (24SS-0237)24SS-0237 | *Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets*Problems associated with the distribution of estate assets*Utilizing family settlement agreements |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Self-Study) (24SS-0238)24SS-0238 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more *Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work *Employment issues in the economy -- Telecommuters and other special situations *Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more *Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care *Medical plans -- Who is a full-time employee? |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (24SS-0239)24SS-0239 | *Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (24SS-0240)24SS-0240 | *Technology trends impacting the accounting profession*Going concern accounting and reporting issues*ASC Topic 842, Leases, implementation challenges, and ongoing accounting*Engagement quality update |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 1 -- Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (Self-Study) (24SS-0241)24SS-0241 | *Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview *International Professional Practices Framework (IPPF) *The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 2 -- Strategic Roles, Positioning and Attributes of High Impact Audit Groups (Self-Study) (24SS-0242)24SS-0242 | *Independence / objectivity and the internal audit function*Internal audit organizational reporting structure(s)*Major roles and responsibilities of the internal audit activity and its members *Effective oversight of the internal audit group*Clarity and alignment of internal audit organizational governance/ documentation and messaging (including its charter, reporting lines/ structure, and policies/ procedures) *Required knowledge, skills, and competencies of a high-quality internal audit group*Orientation and ongoing training / development needs of internal auditors (at all levels) |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 3 -- Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management and Control (GRC) (Self-Study) (24SS-0243)24SS-0243 | *Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities *IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals:-Governance-Risk Management/Enterprise Risk Management (ERM)-Internal Control-Compliance-Fraud Deterrence/Fraud Risk Management*IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 4 -- Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (24SS-0244)24SS-0244 | *IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities regarding:-Strategic and entity-level controls and objectives-Internal Control over Financial Reporting (ICFR)-Operations efficiency and effectiveness-Compliance with laws and regulations *Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements): *Maximizing assurance coverage efficiencies and effectiveness *Achieving excellence in stakeholder servicing and value adding |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 5 -- Internal Audit (IA) Risk Assessment and Planning (Self-Study) (24SS-0245)24SS-0245 | *IA program foundation(s): IA risk assessment and planning *IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 6 -- Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (24SS-0246)24SS-0246 | *Types and nature of fieldwork*Technical skills development*Compliance testing of internal controls*Substantive testing of accounts/balances*IT/Cyber Security control reviews/testing*Audit sampling fundamentals: Statistical/Non-Statistical*Audit evidence and evidence gathering techniques*Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues*Time management, organization, and communication skills development*Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 7 -- Internal Audit (IA) Engagement Management and Administration (Self-Study) (24SS-0247)24SS-0247 | *IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management *Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 8 -- The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (24SS-0248)24SS-0248 | *Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Internal Controls, COSO and COVID-19 (Self-Study) (24SS-0249)24SS-0249 | *ACFE'sReport to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Internal Controls and COSO in a Post-COVID Landscape (Self-Study) (24SS-0250)24SS-0250 | *ACFE'sOccupational Fraud 2022:AReport to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*Remote work circumstances and considerations |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's This Year's Top Tax and Financial-Planning Ideas (Self-Study) (24SS-0251)24SS-0251 | *Timely coverage of breaking tax legislation, includingthe SECURE 2.0 Act andInflation Reduction Act provisions applicable to individuals*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, including new Notices 2023-34 and 2023-27*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 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (24SS-0252)24SS-0252 | *Timely coverage of breaking tax legislation, includingthe SECURE 2.0 Act andInflation Reduction Act provisions applicable to individuals*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, including new Notices 2023-34 and 2023-27*The best new income tax and estate-planning ideas*The changing Social Security landscape: long-term solvency issues and what it means for retirement planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Increase the Efficiency of Your Organization (Self-Study) (24SS-0253)24SS-0253 | *Proven ways to measure costs in relation to objectives*Develop methods to measure company and department objectives*Use ratios to measure and improve efficiency*Develop an incentive system that rewards efficiency |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (24SS-0254)24SS-0254 | *Building change into the planning process*Sales/income plan *Intermediate planning *Technology plan *Capital equipment planning *One-year operating plan *Monthly planning *Cash plan *Risk plan |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (24SS-0255)24SS-0255 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (24SS-0256)24SS-0256 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual Income Tax Fundamentals (Self-Study) (24SS-0257)24SS-0257 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*The Qualified Business Income deduction*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Wages and salaries*Interest income, dividend income, mutual funds, Social Security*Figuring tax*Basic income tax preparation, Form 1040, and Schedules 1 - 3*Capital gains and losses*Medical and dental expenses, charitable contributions*IRA contributions and distributions*Distributions from qualified retirement plans, pensions, and annuities*Profit and loss from business or profession and self-employment tax*Depreciation*Rental income and expenses*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more |
Self-Study | | Downloadable PDF | 20 CPE (20 tech, 0 non-tech) | |
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study) (24SS-0258)24SS-0258 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Dependents and income*Wages and salaries*Credits, withholding, estimated tax, and basic return preparation*Capital gains and losses*Itemized deductions |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales (Self-Study) (24SS-0259)24SS-0259 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales (Self-Study) (24SS-0260)24SS-0260 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Self-Study) (24SS-0261)24SS-0261 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy Efficient Home Improvement Credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the New Energy Efficient Home Credit*Clean Vehicle Credit - now available at point of sale - and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's 2023 Tax Update (Self-Study) (24SS-0262)24SS-0262 | *Timely coverage of breaking tax legislation*Residency and domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*New Form 1099-K reporting requirements*Virtual currency, including recent developments regarding NFTs*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (24SS-0263)24SS-0263 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (24SS-0264)24SS-0264 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Increase Success by Understanding People (Self-Study) (24SS-0265)24SS-0265 | *How to analyze others through simple observation*A proven model to understand and predict behavior*Why assertiveness is neither good nor bad*What behaviors to expect from different personality types*Why do I act like I do?*Correcting employee issues in a new and better way |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Introduction to Forensic Accounting (Self-Study) (24SS-0266)24SS-0266 | *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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Self-Study) (24SS-0267)24SS-0267 | *Major 2023 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2023 and how they impact the 2023 tax forms |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Individual Tax Planning Ideas (Self-Study) (24SS-0268)24SS-0268 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*Timely coverage of breaking tax legislation*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*Understanding the environment: what's new, what's expired or expiring, and what's likely to change |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Self-Study) (24SS-0269)24SS-0269 | *Impact of higher interest rates on individual income taxpayers*Using a health savings account as a retirement account*Making use of net Section 1231 losses to offset ordinary income*When individuals can take casualty losses, including loss on a personal residence due to casualty*Avoiding or limiting gain on sale of a personal residence*Taking advantage of the mortgage interest deduction *Avoiding the individual alternative minimum tax *Business loss limitation provisions impacting individuals*Broker basis reporting of digital assets*New IRS guidance on transfer of clean vehicle credits*Residential clean energy credits |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for Software: Internal Use and External Sales (Self-Study) (24SS-0270)24SS-0270 | *The accounting, reporting, and disclosure requirementsrelated to software*Internal-use software arrangements*Cloud and non-cloud based arrangements*Software for resale*Software sold to third parties*ASC Topic 350-40*ASC Topic 985-20 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (24SS-0271)24SS-0271 | *Development costs that should and should not be capitalized*How these costs are amortized and how they are tested for impairment*Presentation and disclosure requirements |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Self-Study) (24SS-0272)24SS-0272 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Self-Study) (24SS-0273)24SS-0273 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lease Accounting: Exploring the New Standard (Self-Study) (24SS-0274)24SS-0274 | * Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101*Detailed review of accounting by lessees*Sale and leaseback transactions*Transition guidance*Recently released ASUs impacting Topic 842 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Self-Study) (24SS-0275)24SS-0275 | *Tax rules governing liquidation of a partnership or S Corporations*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporations liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S Corporations distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (24SS-0276)24SS-0276 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (24SS-0277)24SS-0277 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Applying Lessons Learned to Assure a Successful ASC 842 Adoption (Self-Study) (24SS-0278)24SS-0278 | *ASU No. 2016-02,Leases (Topic 842)*Implementation challenges in adopting ASC 842*Common pitfalls and errors in applying ASC 842*Best practices in implementing ASC 842*Use of lease accounting software for successful implementation and ongoing accounting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Loss Limitations: A Mechanical Review (Self-Study) (24SS-0279)24SS-0279 | *Limitation 1: Basis limitations will be reviewed in detail with computational examples and include insights into similarities and differences between calculations for partnership interests and S Corporations stock*Limitation 2: Detailed at-risk limitation computational examples will be reviewed, and the mechanical features of partnerships and S Corporations activities will be compared and contrasted*Limitation 3: Passive loss limitation mechanics will be outlined in detail and discuss computations where there are a mix of entity structures owned by a taxpayer*Limitation 4: Excess business losses will be presented from a mechanical perspective |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Lessons Learned From Successful Companies (Self-Study) (24SS-0280)24SS-0280 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (24SS-0281)24SS-0281 | *Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act*Self-employment tax issues: what you can and cannot do*Capital accounts: book vs. tax issues*Determining basis: key issues and technical analysis in calculating basis*Dealing with debt: recourse, nonrecourse, and why it matters*Guaranteed payments, distributive shares, and draws: understanding the difference |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (24SS-0282)24SS-0282 | *Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Metrics, Benchmarking and Measurement (Self-Study) (24SS-0283)24SS-0283 | *Using metrics that correctly measure the goals of the organization*How metrics will differ for non-profits and governments*Using metrics to balance cost and benefit*Internal and external benchmarking for comparison*Having a set of balanced metrics |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Management's Discussion and Analysis: What You Need to Know (Self-Study) (24SS-0284)24SS-0284 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of the SEC requirements in this area*Best practices offered by the SEC*Comment letter examples pertaining to this area |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (24SS-0285)24SS-0285 | *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*Current and late breaking legislative and regulatory developments |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Multistate Income Tax Issues (Self-Study) (24SS-0286)24SS-0286 | *Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Managing Millennials (Self-Study) (24SS-0287)24SS-0287 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace* Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions* Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others* Common myths pertaining to millennials*Definitions of success |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Self-Study) (24SS-0288)24SS-0288 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Essential Multistate Tax Update (Self-Study) (24SS-0289)24SS-0289 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Essential Multistate Tax Update (Self-Study) (24SS-0290)24SS-0290 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Multistate Tax Update (Self-Study) (24SS-0291)24SS-0291 | *The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?*Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Self-Study) (24SS-0292)24SS-0292 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Max the Tax: Crowdfunding (Self-Study) (24SS-0293)24SS-0293 | *How crowdfunding works*The different types of crowdfunding programs*Strategies for building a crowdfunding campaign |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Common 1040 Items (Self-Study) (24SS-0294)24SS-0294 | *The taxation of cryptocurrency mining*The CARES Act Economic Impact Payments and Recovery Rebate Credit*The ARPA unemployment compensation exclusion*Charitable contributions*The Child Tax Credit |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Common Deductions (Self-Study) (24SS-0295)24SS-0295 | *Home office deduction *Alimony payments *Charitable contributions*Medical expense deduction*Home mortgage interest deduction*State and local income tax (SALT) deduction*Gambling winnings and losses |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Schedule C (Self-Study) (24SS-0296)24SS-0296 | *Tips and tricks to prepare the Schedule C*Income and expenses*Tax invoice preparation*Legal invoice*Entertainment invoice*Education invoice |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Schedule E (Self-Study) (24SS-0297)24SS-0297 | *Business development*Types of properties*Rental property use* Rental expenses*Deductible expenses*Repairs and maintenance*Capitalization of expenses*Depreciation*Accounting methods*Treatment of security deposits |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Crypto Craze (Self-Study) (24SS-0298)24SS-0298 | *Introduction to cryptocurrency and key terms *Chronology of cryptocurrency *Virtual currency taxation *Information on any updated guidance |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Section 754 (Self-Study) (24SS-0299)24SS-0299 | *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 |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Metaverse (Self-Study) (24SS-0300)24SS-0300 | *Why accounting and other professionals should use the metaverse *Where accountants and other professionals can find their space in the metaverse *How the metaverse is changing the way we work |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Equity Compensation (Self-Study) (24SS-0301)24SS-0301 | *Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) *Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards*Employee Stock Purchase Plans (ESPPs)*Equity awards and partnerships / S Corporations |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Entity Selection (Self-Study) (24SS-0302)24SS-0302 | *Choice of entity decisions*Client consultation questions regarding entity selection |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (24SS-0303)24SS-0303 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (24SS-0304)24SS-0304 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Nuts & Bolts of Cryptocurrency Taxation (Self-Study) (24SS-0305)24SS-0305 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Skills to Enhance Personal and Professional Networks (Self-Study) (24SS-0306)24SS-0306 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (24SS-0307)24SS-0307 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (24SS-0308)24SS-0308 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Non-GAAP Financial Measures: What You Need to Know (Self-Study) (24SS-0309)24SS-0309 | *Comment letter analysis from several Big Four accounting firms*Non-GAAP financial measures*Comments from the SEC and FASB |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What You Need to Know About ASC 842, Leases (Self-Study) (24SS-0310)24SS-0310 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Detailed review of accounting by lessees*Transition guidance*Recently issued updates to the lease accounting guidance |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (24SS-0311)24SS-0311 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (24SS-0312)24SS-0312 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (24SS-0313)24SS-0313 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of nonprofits (including the implementation of SAS No. 145 on risk assessment)*How ASU No. 2020-07 affected the reporting and disclosure of contributed nonfinancial assets through the lens of three implementers*Understanding FASB ASC 842, Leases, and how nonprofits will implement the standard (including a look at early implementers and year two leasing issues) |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (24SS-0314)24SS-0314 | *ASC Topic 606,Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (24SS-0315)24SS-0315 | *ASC Topic 606,Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Organizational Culture and the Finance Professional (Self-Study) (24SS-0316)24SS-0316 | *The three primary organizational cultures*The best cultural fit for certain types of businesses*How the finance professional affects culture*How to choose the culture you want, and how to get it*Greatest things that affect the culture of an organization |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's A Complete Guide to Offers in Compromise (Self-Study) (24SS-0317)24SS-0317 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (24SS-0318)24SS-0318 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing compilation engagements under AR-C Section 80 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (24SS-0319)24SS-0319 | *Relevant sections of SSARS No. 21,Clarification and Recodification*SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (24SS-0320)24SS-0320 | *Relevant sections of SSARS No. 21,Clarification and Recodification*SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0321)24SS-0321 | *Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0322)24SS-0322 | *Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (24SS-0323)24SS-0323 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Principles of Financial Statement Presentation (Self-Study) (24SS-0324)24SS-0324 | *The key presentation requirements with respect to an entity's financial statements*ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250*Considerations around changes in accounting principles |
Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0325)24SS-0325 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0326)24SS-0326 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (24SS-0327)24SS-0327 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (24SS-0328)24SS-0328 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting (Self-Study) (24SS-0329)24SS-0329 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0330)24SS-0330 | *Reporting requirements forSchedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0331)24SS-0331 | *Reporting requirements forSchedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Project Management for Finance Professionals (Self-Study) (24SS-0332)24SS-0332 | *Project management is a way of thinking and managing*Identifying projects, needs, objectives, and deliverables*Project feasibility evaluation*Life cycle of a project*What causes projects to fail*Establishing the project scope and preventing "project creep"*Defining and managing stakeholders*Organizational politics and conflict management*Establishing the detailed schedule*Introduction to project management software |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0333)24SS-0333 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0334)24SS-0334 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0335)24SS-0335 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Applicable rates, and tactics that may be used to minimize them*Reducing the impact of ancillary administration*Provisions you need in a will*When a trust is needed for children*Durable powers of attorney, for financial matters and for healthcare*Realistic retirement goals*Management of insurance: liability, disability, and life*Dealing with marriage and divorce*Titling assets effectively*Developments relative to estate tax, and the implications for planning |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (24SS-0336)24SS-0336 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (24SS-0337)24SS-0337 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (24SS-0338)24SS-0338 | *Identify elements of the PowerPoint Start screen; select a template to create a new presentation*Identify PowerPoint window elements*Recognize ways to insert slides, apply a theme, and add slide content*Recognize how to switch between views; then preview, and print a presentation*Select PowerPoint options; identify ways to get Help in PowerPoint*Recognize ways to delete and reposition slides*Select options to spell check a presentation*Recognize ways to insert and format slide objects*Identify how to add transition and animation effects*Select options to set up a slide show*Identify how to create, save, and use a custom theme and custom template*Recognize techniques for integrating Excel data and charts with PowerPoint slides*Identify how to insert the date, slide numbers, and footer text*Select the slide show controls*Select Presenter view to run a slide show |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Performing a Preparation Engagement Under AR-C Section 70 (Self-Study) (24SS-0339)24SS-0339 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing preparation engagements under AR-C Section 70 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Use Cases (Self-Study) (24SS-0340)24SS-0340 | *Removing unwanted characters from a data set*All data appears in one column*Two categories appear in one column*Extracting useful information from inconsistent data (Text Analytics)*Have a sub-header that is in a row and should be in a column*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Formulas, M Language and Error Handling (Self-Study) (24SS-0341)24SS-0341 | *Learning formulas in Power Query*Introduction to the "M" language*Types of structured values in Power Query*Other types of values in Power Query*Types of errors in Power Query*Custom columns*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Data Modeling and Next Steps (Self-Study) (24SS-0342)24SS-0342 | *Functions and parameters*Demonstration of invoking a function*Basics of data modeling*Power Query is everywhere*Power BI preview features*Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Introduction and First Connection (Self-Study) (24SS-0343)24SS-0343 | *What is Power Query?*Why should I learn Power Query?*What are the benefits of using Power Query?*Power Query is not just for Excel*Power Query versions are not the same*What version of Power Query do I have?*How to get Power Query*Making your first connection in Power Query*Hands-on examples: connection query, editing a query, duplicating a query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Making a Connection (Self-Study) (24SS-0344)24SS-0344 | *Workflow of making a connection* Get data*Navigator dialog box*Query options*Global and current workbook*Data load options*Queries and connections*Data source settings*Hands-on examples: importing files and databases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Editor -- The User Interface of Power Query (Self-Study) (24SS-0345)24SS-0345 | *What is the Power Query Editor?*How can I launch the Power Query Editor?*Review of the components of the Power Query Editor-Preview pane-Ribbon-Queries pane-Query settings pane-Applied steps-Formula bar |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Data Transformations (Self-Study) (24SS-0346)24SS-0346 | *Workflow of a data transformation, including data cleaning, data enrichment, and data shaping*How to perform data transformations*Hands-on example: flattening a general ledger |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Adding Columns for Data Enrichment (Self-Study) (24SS-0347)24SS-0347 | *Create a new column from existing columns*Adding columns is determined by the data type of the column*Adding new columns*Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: More Transformations and Load Options (Self-Study) (24SS-0348)24SS-0348 | *Workflow of the data transformation for a general ledger with sub-accounts*Loading a query*Loading options for a query*Changing the load destination of a query*Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Append Queries (Self-Study) (24SS-0349)24SS-0349 | *What is an append query?*What are the data requirements for an append query?*Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Merge Queries (Self-Study) (24SS-0350)24SS-0350 | *What is a merge query?*What are the data requirements for a merge query?*What are the types of joins for a merge query?*Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Useful Transformations (Self-Study) (24SS-0351)24SS-0351 | *Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows)*Filtering and grouping*Fuzzy matching*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Public Speaking and Presentation Skills (Self-Study) (24SS-0352)24SS-0352 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Microsoft Excel 2019: Getting Started with PivotTables and PivotCharts (Self-Study) (24SS-0353)24SS-0353 | *Use the PivotTable button to create a PivotTable *Use the Recommend PivotTables button to create a PivotTable *Use the Quick Analysis feature to create a PivotTable *Use the Summarize as PivotTable button with the Data Model to create a PivotTable *Format the PivotTable values using a shortcut menu *Change the PivotTable layout using the PivotTable Tools Design tab *Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab *Apply a PivotTable style using the PivotTable Tools Design tab *Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut *Filter a PivotTable using the filtering arrows *Modify the PivotTable structure using the Field List *Filter a PivotTable using slicers *Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab *Modify the Value Field Settings using a shortcut menu *Use the PivotChart button to create an embedded PivotChart *Use the standard Excel charting buttons to create a PivotChart *Use a keyboard shortcut to create a PivotChart on its own chart sheet *Create a PivotChart and linked PivotTable simultaneously *Add or remove chart elements using the Chart Elements button *Change the chart style and color scheme using the Chart Styles button *Change the chart layout using the PivotChart Tools Design tab *Select and format individual chart elements using the PivotChart Tools Format tab *Filter the PivotChart using the Pivot Field buttons *Change the chart type and subtype using a shortcut men *Add, remove, and reposition the PivotChart fields using the Field List *Switch the row/column orientation using the PivotChart Tools Design tab |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Firm Quality Control Standards and Best Practices (Self-Study) (24SS-0354)24SS-0354 | *The major requirements of QC Section 10, A Firm's System of Quality Control*Elements of an effective system of quality control*Considerations for sole practitioners and smaller firms when implementing QC Section 10*Guidance in implementing an effective firm-wide system of quality control across its six components |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (24SS-0355)24SS-0355 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (24SS-0356)24SS-0356 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Self-Study) (24SS-0357)24SS-0357 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (24SS-0358)24SS-0358 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (24SS-0359)24SS-0359 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Tax Boot Camp (Self-Study) (24SS-0360)24SS-0360 | *Coverage of recent tax legislation pertaining to real estate*Installment sales*Rental operations*Depreciation and recapture*Determination of basis*Passive activity losses*At-risk rules*The qualified business income (QBI) deduction as it relates to rental real estate*Like-kind exchanges*Calculation of gain or loss on sale of real estate |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (24SS-0361)24SS-0361 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (24SS-0362)24SS-0362 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Self-Study) (24SS-0363)24SS-0363 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporations and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Raising Financially Capable Children (Self-Study) (24SS-0364)24SS-0364 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:-Allowances-Earning, work, and entrepreneurship-Spending, saving, and investing -Philanthropy-Taxes-Credit cards |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reporting Internal Control Deficiencies Under the Yellow Book (Self-Study) (24SS-0365)24SS-0365 | *The Yellow Book performance and reporting requirements related to internal control deficiencies*Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness*How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Real Estate for Accounting and Finance Professionals (Self-Study) (24SS-0366)24SS-0366 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Remote Leadership and Virtual Meeting Mastery (Self-Study) (24SS-0367)24SS-0367 | *Create an equipment/technology checklist before each meeting*Structure your environment for maximum effect*Manage and mitigate distractions*Handle and respond to technology issues*Present yourself with authority*Prepare to achieve the best outcomes*Establish an authentic and accessible professional presence*Navigate a group meeting as well as one on one discussions*Master audio only meetings and discussions |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (Self-Study) (24SS-0368)24SS-0368 | *Coverage of applicable provisions of SECURE Act 2.0 *What is a required minimum distribution for an account owner?*What is a required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules *The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions *How the 10-year rule works for certain beneficiaries |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Risk Management for the Small Business (Self-Study) (24SS-0369)24SS-0369 | *Was COVID-19 a "black swan" or a "gray rhino"?*Monitor centrally but control decentrally*Establish specific plan for risk management*Risk recognition*Risk evaluation*Risk mitigation |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Recruiting and Retaining Next Gen Talent (Self-Study) (24SS-0370)24SS-0370 | *Who are Next Gen employees, and what are their career objectives?*How employers can align their values with Next Gen values*Establishing procedures and priorities that allow for attracting the best talent*Maintaining relationships with employees to reduce turnover and grow organizations |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's UiPath: Step into RPA (Self-Study) (24SS-0371)24SS-0371 | *Overview of RPA *Understanding UiPath platform components *Hands-on application through automation project |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Revenue Recognition: U.S. GAAP vs. IFRS (Self-Study) (24SS-0372)24SS-0372 | *Key principles of Revenue Recognition*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Hot Topics Related to ASC 606 (Self-Study) (24SS-0373)24SS-0373 | *New and proposed FASB ASUs related to ASC 606*ASC 606 disclosure requirements and examples for non-public business entities*Impact of applying ASC 606 due to COVID-19 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (24SS-0374)24SS-0374 | *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 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's New SASs Effective for December 31, 2021 Audits (Self-Study) (24SS-0375)24SS-0375 | *New format of the auditor's opinion, including the inclusion of key audit matters*Significant unusual transactions*Determining materiality*Conforming changes to other reports issued under the SAS |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Wally's Warehouse (Self-Study) (24SS-0376)24SS-0376 | *Observation and professional skepticism*Interviewing the client*Performing test counts*Evaluating the results obtained |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Professional Skeptic (Self-Study) (24SS-0377)24SS-0377 | *Demonstrating professional skepticism*Assessing audit evidence*Responding to contradictory evidence*Assessing the sufficiency of audit evidence |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (24SS-0378)24SS-0378 | *The importance of proper documentation of workpapers*Meeting firm-mandated ethical requirements* Independence issues related to client relationships*Client engagement and entertainment*Accurate and complete reporting of time |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Surgent's Surging Auditors: Internal Out of Control (Self-Study) (24SS-0379)24SS-0379 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Revenue Rush (Self-Study) (24SS-0380)24SS-0380 | *Application of ASC 606 to contractual situations *Identifying key information necessary to apply ASC 606 *Assessing compliance with the guidance of ASC 606 |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Searching for Unrecorded Liabilities (Self-Study) (24SS-0381)24SS-0381 | *Optimal resource requests to support an appropriate search for unrecorded liabilities*Tracing transactions to the detail to identify whether liabilities are properly recorded*Evaluation of evidence to meet management's assertions |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's S Corporations Taxation: Advanced Issues (Self-Study) (24SS-0382)24SS-0382 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's S Corporations Taxation: Advanced Issues (Self-Study) (24SS-0383)24SS-0383 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's SEC Hot Topics: MD&A and Non-GAAP Financial Measures (Self-Study) (24SS-0384)24SS-0384 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of Non-GAAP Financial Measures |
Self-Study | | Downloadable PDF | 5 CPE (5 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement (Self-Study) (24SS-0385)24SS-0385 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings*Planning with the new retirement provisions of SECURE Act 2.0 |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (24SS-0386)24SS-0386 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (24SS-0387)24SS-0387 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's S Corporations Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0388)24SS-0388 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporations*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's S Corporations Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0389)24SS-0389 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporations*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's How to Settle a Client's Estate (Self-Study) (24SS-0390)24SS-0390 | *Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills*Why a will is probated, and on what grounds it may be challenged*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more*Identification and report of estate assets*What to do and what not to do as a fiduciary, executor, or trustee -- duty of care, investment, informing, payment of debts and taxes, & defending a will contest*How executors and trustees interact with beneficiaries*Elective shares, and when a spouse might make that choice*What a trustee needs to know about incompetents and minors*Rights of creditors, third parties, and beneficiaries*Key issues in transferring property to a trust and from a trust or estate to a beneficiary*Identifying income, estate, and inheritance taxes*Fiduciary accounting -- principal and income concepts*An introduction to drafting an account, and why it is relevant*Administration of revocable trusts*Estate basis reporting |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Self-Study) (24SS-0391)24SS-0391 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's SEC Form 8-K: When to File and What to Disclose (Self-Study) (24SS-0392)24SS-0392 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (24SS-0393)24SS-0393 | *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 -- Section 338 and Section 338(h)(10)*The impact of the Section 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 Corporations 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 Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (24SS-0394)24SS-0394 | *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 -- Section 338 and Section 338(h)(10)*The impact of the Section 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 Corporations 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 Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (24SS-0395)24SS-0395 | *An overview of the business evaluation process*Negotiation points and goals from buyer and seller standpoints*An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The use of "F reorganizations" in lieu of Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Changes in strategy under the new tax laws*Liquidation as an alternative to the sale of a business*Planning to avoid double taxation*Special problems and opportunities when an S Corporations is the buyer or seller*Special problems and opportunities when a partnership is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (24SS-0396)24SS-0396 | *Business income and expenses*IRAs, qualified retirement plans, and Social Security benefits*Depreciation and recapture*Rental income and expenses, income via Schedule K-1, and loss limitations*Alternative Minimum Tax*Casualty losses, moving expenses, sale of home, alimony, and penalties |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0397)24SS-0397 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065, page 1?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporations distribute earnings and profits from C Corporation years?*Form 1065 -- Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0398)24SS-0398 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065, page 1?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporations distribute earnings and profits from C Corporation years?*Form 1065 -- Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (Self-Study) (24SS-0399)24SS-0399 | *Private company standard setting activities*Small and medium-sized business-related ASUs*Lease accounting update*Lessons adopted from the adoption of Topic 606*Special purpose frameworks -- Cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*Newly issued SSARS and SSAE standards*SASs effective for 2022 year-end audits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Small-Business Accounting, Audit and Attest Update (Self-Study) (24SS-0400)24SS-0400 | *Small and medium-sized business-related ASUs, including recent PCC activities*Practice guidance on implementing ASC 842, Leases*Recently issued AICPA standards*Engagement quality update |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Social Security: Dispelling Common Myths with Essential Truths (Self-Study) (24SS-0401)24SS-0401 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (24SS-0402)24SS-0402 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Implementing Subscription Pricing to Your Practice (Self-Study) (24SS-0403)24SS-0403 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Self-Study) (24SS-0404)24SS-0404 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Maximizing Your Social Security Benefits (Self-Study) (24SS-0405)24SS-0405 | *Retirement benefits: What the amount of benefits is in various circumstances*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Looking forward: Are changes ahead? |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (24SS-0406)24SS-0406 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (24SS-0407)24SS-0407 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know*Looking forward: Are changes ahead? |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (24SS-0408)24SS-0408 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (24SS-0409)24SS-0409 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (24SS-0410)24SS-0410 | *Federal income tax laws for S Corporations, from formation to tax return preparation issues*Key operational issues of separately stated versus non-separately stated income and expenses*The importance of Schedule M-1*Accurately accounting for basis, AAA, and distributions*Properly preparing and allocating items on Schedule K-1*Reporting requirements for Schedules K-2 and K-3, including 2023 filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Identification of eligible shareholders*Requirements to make a timely or late election*Involuntary S Corporations status terminations, cases and rulings, and other developing issues and hot topics*Mastering Forms 4562 ("Depreciation and Amortization") and 4797 ("Sales of Business Property")*S Corporations reporting oddities*Accurately preparing S Corporations returns and reconciling book income with taxable income |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Stock vs. Asset Acquisitions of C Corporations (Self-Study) (24SS-0411)24SS-0411 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Ten Questions From Partnership Clients Regarding the Section 754 Election (Self-Study) (24SS-0412)24SS-0412 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (24SS-0413)24SS-0413 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (24SS-0414)24SS-0414 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (24SS-0415)24SS-0415 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (24SS-0416)24SS-0416 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (24SS-0417)24SS-0417 | *Economic update*Leadership and management changes as a result of the pandemic*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Metrics and benchmarking*Improving bank relationships and borrowing |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Self-Study) (24SS-0418)24SS-0418 | *The benefits and challenges of implementing a data-driven decision making process*Significant tends in technology, including: -Cloud computing-Data analytics-Artificial intelligence*Workplace changes due to data disruption*The importance of securing client data*Common cyber-security threats |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Complete Trust Workshop (Self-Study) (24SS-0419)24SS-0419 | *Timely coverage of breaking tax legislation*Guide to legislative changes and their impact on trust planning*Introduction to trusts with emphasis on typical provisions*Revocable living trusts*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts*Asset protection trusts*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds*Irrevocable life insurance trusts*Medicaid trusts: special needs and Miller*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts*Dynasty trusts*Section 461(l) as applied to trusts and estates*Trusts to hold S Corporations stock*Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (24SS-0420)24SS-0420 | *Final regulations -- bonus depreciation and Section 1031 exchanges*Technical correction in Rev. Proc. 2019-13 -- use it or stand to lose second-year depreciation deductions for luxury automobiles*Components for real estate depreciation*Depreciation alternatives*Rules for Section 179 depreciation*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*Amortization of research and experimentation costs*Depreciating like-kind exchange property*Applying Section 121 and Section 1031 to the same transfer of property*Reacquired installment sale property -- calculating potential gain and new basis*Understanding Section 197 amortization issues and handling intangible asset costs*Depreciation issues, tax-deferred exchanges, conversions of personal property into business property, and home sale exclusions*Compliance and planning issues*Cases and rulings of depreciation and amortization issues and how they impact clients, plus useful planning opportunities |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (24SS-0421)24SS-0421 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan*Marketing plan*Financial forecasting*Financial risk analysis*Five-year operating plan |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Self-Study) (24SS-0422)24SS-0422 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Self-Study) (24SS-0423)24SS-0423 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (24SS-0424)24SS-0424 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporations*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporations returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporations forms and content*The most frequently used forms and schedules, including some form "oddities" |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (24SS-0425)24SS-0425 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporations*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporations returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporations forms and content*The most frequently used forms and schedules, including some form "oddities" |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Self-Study) (24SS-0426)24SS-0426 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (24SS-0427)24SS-0427 | *Data-driven decision making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Time Management for Professionals (Self-Study) (24SS-0428)24SS-0428 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Self-Study) (24SS-0429)24SS-0429 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Self-Study) (24SS-0430)24SS-0430 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (Self-Study) (24SS-0431)24SS-0431 | *Old and new style of planning*The attitude and culture of being nimble*Planning at the department level*Planning and risk management*Technology planning*Reinventing the organization for speed |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Self-Study) (24SS-0432)24SS-0432 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (24SS-0433)24SS-0433 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (24SS-0434)24SS-0434 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions; *SUM, RAND, SQRT, and ROUND Math & Trig functions;*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;*PROPER, SUBSTITUTE, and LOWER Text functions; and*IF, AND, and IFNA Logical functions. |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Understanding How the IRS Rewards Whistleblowers (Self-Study) (24SS-0435)24SS-0435 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Non-Compete Agreements (Self-Study) (24SS-0436)24SS-0436 | *Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's U.S. GAAP vs. IFRS: Rev Rec & Business Combinations (Self-Study) (24SS-0437)24SS-0437 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (24SS-0438)24SS-0438 | *AICPA hot topics and standard setting initiatives*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021*Discussion of new standard on audit evidence effective for years ended December 31, 2022*Discussion of new standard on auditing accounting estimates and disclosures effective for years ended December 31, 2023*Discussion of two new standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective beginning in 2025 including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (24SS-0439)24SS-0439 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (24SS-0440)24SS-0440 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Workplace Etiquette for Young Professionals (Self-Study) (24SS-0441)24SS-0441 | *Projecting a professional presence*Verbal communication skills to elevate your message*Mastering non-verbal communication *Protocol for office settings*Building trust within the organization and with clients*Running an impactful meeting*Adding value as a meeting attendee*Executive dining etiquette strategies and tips |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Microsoft Excel 2019: Working with Formulas and Functions (Self-Study) (24SS-0442)24SS-0442 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Identify ways to link worksheets and workbooks with 3D formulas*Select the insert function button or buttons from the function library to insert functions in formulas*Recognize defined names as function arguments*Apply conditional formatting to formulas' results*Identify and correct common errors using the trace error icon and the formula auditing tools*Identify and correct circular references*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases (Self-Study) (24SS-0443)24SS-0443 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations and decisions to be made with regard to short-term leases*Distinguishing operating leases from finance leases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's What in the GASB Were They Thinking! Governments and Leases (Self-Study) (24SS-0444)24SS-0444 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations to be made with regard to short-term leases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Self-Study) (24SS-0445)24SS-0445 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Self-Study) (24SS-0446)24SS-0446 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Professional Email Writing Basics (Self-Study) (24SS-0447)24SS-0447 | *Create clear and concise email communication and utilize protocols that support and enhance your professionalism*Best practices for excellent email etiquette*Types of subject lines to avoid*Subject line structure for maximum impact*Creating effective greetings and sign offs *When and how to use cc/bcc fields to avoid conflict and enhance connection*Elevated "out of office reply" messages*How to best convey the proper tone*Avoiding common pitfalls *How to handle misunderstandings and mishaps*Examination of when to use text, instant messaging, or phone call instead of email*Synthesizing ideas and using efficient methods of writing *Creating concise email strings |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Why People Quit: A Look at Accounting and Other Professionals (Self-Study) (24SS-0448)24SS-0448 | *Why employee retention matters*Management's thoughts on turnover*Techniques employers use to retain and grow their employees*Aspects of employment that matter most to employees*Factors that contribute to employee turnover in accounting and finance professions |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Microsoft Excel 365/Excel 2019: Working with Data Ranges and Tables (Self-Study) (24SS-0449)24SS-0449 | *Identify the guidelines for a well-organized data range*Enter, test, and copy validation rules*Use the Data Form for data entry*Sort and filter a data range*Select ways to add subtotals, a grand total, and data grouping to a data range*Identify data range and table differences*Define an Excel table using buttons on the Home and Insert tabs, the Quick Analysis feature, a keyboard shortcut, and by formatting a data range as a table*Enter data and formulas in a table*Change table formatting*Resize a table*Scroll, sort, filter, and summarize a table*Convert a table to a data range |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Self-Study) (24SS-0450)24SS-0450 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (Self-Study) (24SS-0451)24SS-0451 | *Understanding who is and is not subject to the 24-hour and 56-hour Yellow Book CPE requirements*Evaluating whether certain topics and training qualify or do not qualify toward the 24-hour and 56-hour Yellow Book CPE requirements*Recognizing how an audit team member's role affects the Yellow Book CPE requirements that apply |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (Self-Study) (24SS-0452)24SS-0452 | *How Yellow Book financial audits differ from GAAS audits and single audits*The Yellow Book performance and reporting requirements related to internal control and compliance*The requirements for reporting Yellow Book audit findings |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (Self-Study) (24SS-0453)24SS-0453 | *How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements*The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Fraud in Governments and Nonprofits (Self-Study) (24SS-0454)24SS-0454 | *Common characteristics of fraud perpetrators *Frauds involving supplies, credit card programs, and overtime*Key controls to detect and prevent fraud |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Basics of Nonprofit Financial Reporting (Self-Study) (24SS-0455)24SS-0455 | *The basic financial statements that nonprofits prepare *Best practices for nonprofit reporting*Tailoring the financial statements to fit the nonprofit |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Self-Study) (24SS-0456)24SS-0456 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
MNCPA Not-for-Profit Conference (24CF-NFPR)24CF-NFPR | |
10/22/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (24WS-0344)24WS-0344 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successful Communication (Webinar) (24WS-0146)24WS-0146 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success |
5/6/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Webinar) (24WS-0782)24WS-0782 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" |
8/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (24WS-0515)24WS-0515 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning |
7/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Webinar) (24WS-0566)24WS-0566 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy efficient home improvement credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the new energy efficient home credit*Clean vehicle credit and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in research credit against payroll tax for small businesses |
7/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (24WS-0275)24WS-0275 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (24WS-0168)24WS-0168 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
5/9/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0411)24WS-0411 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
6/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0760)24WS-0760 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets |
8/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (24WS-0228)24WS-0228 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
5/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Emotional Intelligence (Webinar) (24WS-0155)24WS-0155 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships |
5/7/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Webinar) (24WS-0371)24WS-0371 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
6/14/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0278)24WS-0278 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
6/4/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (24WS-0551)24WS-0551 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements |
7/17/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (24WS-0697)24WS-0697 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues |
8/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Make Resilience Work for You: An Accounting Leader's Guide to a Holistic Approach for Managing Teams (Webinar) (24WS-0741)24WS-0741 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges *Learn resilience and transform from mistakes |
8/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (24WS-0150)24WS-0150 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (24WS-0374)24WS-0374 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
6/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Webinar) (24WS-0482)24WS-0482 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities |
7/5/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0292)24WS-0292 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
6/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (24WS-0822)24WS-0822 | *Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.)*Additional issues in not-for-profit financial reporting |
9/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (24WS-0158)24WS-0158 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Industry Accountant Key Performance Metrics (Webinar) (24WS-0305)24WS-0305 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
6/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0643)24WS-0643 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
8/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0735)24WS-0735 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
8/20/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (24WS-0572)24WS-0572 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues |
7/19/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The CMA's Guide to Project Management (Webinar) (24WS-0681)24WS-0681 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
8/8/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (24WS-0481)24WS-0481 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects |
7/5/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (24WS-0313)24WS-0313 | Wrapping up issues related to COVID-19 legislation*Update on latest cases, rulings, and regulations including the final regs*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Sections 754 and 732(d)*Planning for the utilization of Section 179 and for the phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S Corporations*Compensation in S Corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities* |
6/7/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (24WS-0188)24WS-0188 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
5/15/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Successful Communication (Webinar) (24WS-0505)24WS-0505 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success |
7/10/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0415)24WS-0415 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
6/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0431)24WS-0431 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0526)24WS-0526 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
7/12/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (24WS-0622)24WS-0622 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning |
7/31/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (24WS-0224)24WS-0224 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns |
5/23/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (24WS-0708)24WS-0708 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
8/14/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (24WS-0391)24WS-0391 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? |
6/18/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0442)24WS-0442 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
6/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Partner Capital Account Reporting (Webinar) (24WS-0453)24WS-0453 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations |
6/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (24WS-0785)24WS-0785 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock |
8/28/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's A Complete Tax Guide to Exit Planning (Webinar) (24WS-0744)24WS-0744 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change |
8/20/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (24WS-0606)24WS-0606 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments |
7/26/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0567)24WS-0567 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* |
7/19/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (24WS-0401)24WS-0401 | *S Corporation earnings layers*Observations on earnings layers*S Corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions |
6/20/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (24WS-0648)24WS-0648 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
8/5/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Webinar) (24WS-0487)24WS-0487 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
7/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0568)24WS-0568 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
7/19/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (24WS-0173)24WS-0173 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan |
5/10/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (24WS-0405)24WS-0405 | *Employment at will--what this means in a practical sense*Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued *Hiring and firing during a pandemic |
6/21/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (24WS-0524)24WS-0524 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 |
7/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Mastering the Basics of Inventory Accounting (Webinar) (24WS-0333)24WS-0333 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting |
6/11/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (24WS-0369)24WS-0369 | * Using lookup functions as an alternative to direct cell references * Understand the limitations of the VLOOKUP function * Discover ways to move beyond these limitations |
6/14/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (24WS-0644)24WS-0644 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions |
8/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0462)24WS-0462 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
7/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0197)24WS-0197 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
5/17/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (24WS-0695)24WS-0695 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
8/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0574)24WS-0574 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
7/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Management Fundamentals (Webinar) (24WS-0473)24WS-0473 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability |
7/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0159)24WS-0159 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0534)24WS-0534 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
7/15/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0348)24WS-0348 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (24WS-0290)24WS-0290 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle |
6/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Progressive Discipline and Termination (Webinar) (24WS-0378)24WS-0378 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures |
6/17/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Six Common Barriers to Investment Success (Webinar) (24WS-0444)24WS-0444 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias |
6/27/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Raising Financially Capable Children (Webinar) (24WS-0281)24WS-0281 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing *Philanthropy*Taxes*Credit cards |
6/4/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (24WS-0512)24WS-0512 | Wrapping up issues related to COVID-19 legislation*Update on latest cases, rulings, and regulations including the final regs*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Sections 754 and 732(d)*Planning for the utilization of Section 179 and for the phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S Corporations*Compensation in S Corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities* |
7/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0335)24WS-0335 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
6/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0637)24WS-0637 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
8/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Food, Beverage and Entertainment Expensing (Webinar) (24WS-0225)24WS-0225 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment |
5/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0222)24WS-0222 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
5/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0811)24WS-0811 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
8/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0771)24WS-0771 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
8/26/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (24WS-0450)24WS-0450 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation |
6/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (24WS-0279)24WS-0279 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid |
6/4/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (24WS-0263)24WS-0263 | *Reasonable compensation*Fringe benefits for S Corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections |
6/3/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Complete Tax Guide to Exit Planning (Webinar) (24WS-0423)24WS-0423 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change |
6/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0250)24WS-0250 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
5/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (24WS-0347)24WS-0347 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0674)24WS-0674 | *Each week's topics will change based on the most critical issues affecting financial professionals |
8/8/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Understanding Non-Compete Agreements (Webinar) (24WS-0166)24WS-0166 | *Enforcement of non-compete agreements from the employer's perspective *Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements *Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. |
5/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (24WS-0792)24WS-0792 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
8/28/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (24WS-0554)24WS-0554 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (24WS-0185)24WS-0185 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions |
5/14/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (24WS-0789)24WS-0789 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
8/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (24WS-0483)24WS-0483 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise |
7/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0321)24WS-0321 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Representing a Client in an IRS Audit (Webinar) (24WS-0361)24WS-0361 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues |
6/14/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0417)24WS-0417 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
6/24/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (24WS-0469)24WS-0469 | *Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.)*Additional issues in not-for-profit financial reporting |
7/3/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Webinar) (24WS-0506)24WS-0506 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
7/10/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Raising Financially Capable Children (Webinar) (24WS-0202)24WS-0202 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing *Philanthropy*Taxes*Credit cards |
5/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0434)24WS-0434 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
6/25/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0830)24WS-0830 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
9/4/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Webinar) (24WS-0339)24WS-0339 | *Complying with the beneficial ownership information reporting requirements*The current status of the Employee Retention Credit Voluntary Disclosure Program*Using the newly expanded access to business tax accounts for partners and shareholders of S Corporations*IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers*Monetizing energy credits*Amortization of research and experimental expenditures*Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners*Contributions to Roth "catch-up" plans*Roth contributions to a SEP and Simple IRA*Employer matching contributions to a Roth account*Section 179 and bonus depreciation*Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime |
6/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0215)24WS-0215 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
5/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0366)24WS-0366 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits |
6/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting (Webinar) (24WS-0621)24WS-0621 | *Which organizations are qualified to receive contributions?*Types of charitable contributions taxpayers can deduct*The deduction for quid pro quo contributions*Strategies for donating property that has decreased/increased in value*Figuring the deduction for contributions of capital gain property*Importance of timing when making contributions *Considering QCDs if a taxpayer is at least 70 ½ *Specifics of donor advised funds*Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated*How to figure your deduction when limits apply*Contribution carryovers when your donation exceeds limits*What written statements should be received from qualified organizations?*What records should taxpayers keep?*Substantiation requirements for cash contributions of less than/more than $250 *Substantiation requirements for noncash contributions of less than $250 to over $500,000*When does taxpayer need an appraisal?*How and where to report contributions for individual income tax reporting |
7/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (24WS-0565)24WS-0565 | *S Corporation earnings layers*Observations on earnings layers*S Corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions |
7/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0564)24WS-0564 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Ethical Considerations for CPAs (Webinar) (24WS-0673)24WS-0673 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations |
8/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0657)24WS-0657 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/6/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0759)24WS-0759 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
8/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0476)24WS-0476 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
7/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Webinar) (24WS-0418)24WS-0418 | *Complying with the beneficial ownership information reporting requirements*The current status of the Employee Retention Credit Voluntary Disclosure Program*Using the newly expanded access to business tax accounts for partners and shareholders of S Corporations*IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers*Monetizing energy credits*Amortization of research and experimental expenditures*Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners*Contributions to Roth "catch-up" plans*Roth contributions to a SEP and Simple IRA*Employer matching contributions to a Roth account*Section 179 and bonus depreciation*Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime |
6/24/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (24WS-0221)24WS-0221 | *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 |
5/23/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (24WS-0569)24WS-0569 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
7/19/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0814)24WS-0814 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
9/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (24WS-0619)24WS-0619 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements |
7/30/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (24WS-0152)24WS-0152 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
5/7/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0466)24WS-0466 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (24WS-0790)24WS-0790 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
8/28/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0563)24WS-0563 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0629)24WS-0629 | *Each week's topics will change based on the most critical issues affecting financial professionals |
8/1/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (24WS-0641)24WS-0641 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
8/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0175)24WS-0175 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets |
5/10/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Excel Tables and Conditional Summing (Webinar) (24WS-0362)24WS-0362 | * Using the Table object to store data * Using the conditional summing function to aggregate Table data * Using the Table object to create mapping tables |
6/14/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (24WS-0523)24WS-0523 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid |
7/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Food, Beverage and Entertainment Expensing (Webinar) (24WS-0451)24WS-0451 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment |
6/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ins and Outs of Health Savings Accounts (Webinar) (24WS-0827)24WS-0827 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution |
9/4/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0485)24WS-0485 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
7/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (24WS-0731)24WS-0731 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
8/19/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0455)24WS-0455 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
6/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0370)24WS-0370 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
6/14/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (24WS-0581)24WS-0581 | Legal definitions & principals involving estates & trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests |
7/23/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Webinar) (24WS-0254)24WS-0254 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
5/31/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Webinar) (24WS-0493)24WS-0493 | *Complying with the beneficial ownership information reporting requirements*The current status of the Employee Retention Credit Voluntary Disclosure Program*Using the newly expanded access to business tax accounts for partners and shareholders of S Corporations*IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers*Monetizing energy credits*Amortization of research and experimental expenditures*Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners*Contributions to Roth "catch-up" plans*Roth contributions to a SEP and Simple IRA*Employer matching contributions to a Roth account*Section 179 and bonus depreciation*Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime |
7/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0441)24WS-0441 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (24WS-0590)24WS-0590 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
7/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0320)24WS-0320 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (24WS-0627)24WS-0627 | *Applicable provisions of SECURE Act 2.0 *Key features for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA*How to determine which employees must be covered |
7/31/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (24WS-0393)24WS-0393 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages |
6/18/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (24WS-0329)24WS-0329 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (24WS-0501)24WS-0501 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice |
7/9/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Food, Beverage and Entertainment Expensing (Webinar) (24WS-0614)24WS-0614 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment |
7/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (24WS-0178)24WS-0178 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
5/13/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (24WS-0702)24WS-0702 | *S Corporation earnings layers*Observations on earnings layers*S Corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions |
8/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0400)24WS-0400 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/20/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (24WS-0203)24WS-0203 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
5/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0407)24WS-0407 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
6/21/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (24WS-0540)24WS-0540 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries |
7/16/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0318)24WS-0318 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (24WS-0707)24WS-0707 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
8/14/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (24WS-0723)24WS-0723 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income |
8/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Building Your Personal Brand (Webinar) (24WS-0457)24WS-0457 | *The relevance of brand vs. reputation*Key components of a personal brand*Breaking down the who, what, where, when, why, and how of creating a personal brand |
6/29/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0280)24WS-0280 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
6/4/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0706)24WS-0706 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
8/14/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (24WS-0679)24WS-0679 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle |
8/8/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (24WS-0550)24WS-0550 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
7/17/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (24WS-0445)24WS-0445 | *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 |
6/27/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Webinar) (24WS-0829)24WS-0829 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*Bonus depreciation*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
9/4/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0517)24WS-0517 | *Each week's topics will change based on the most critical issues affecting financial professionals |
7/11/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (24WS-0630)24WS-0630 | *Reasonable compensation*Fringe benefits for S Corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections |
8/1/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (24WS-0261)24WS-0261 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance* |
6/3/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Webinar) (24WS-0582)24WS-0582 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
7/23/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0327)24WS-0327 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
6/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0626)24WS-0626 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
7/31/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (24WS-0768)24WS-0768 | Wrapping up issues related to COVID-19 legislation*Update on latest cases, rulings, and regulations including the final regs*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Sections 754 and 732(d)*Planning for the utilization of Section 179 and for the phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S Corporations*Compensation in S Corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities* |
8/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (24WS-0825)24WS-0825 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries |
9/4/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (24WS-0426)24WS-0426 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
6/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0821)24WS-0821 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
9/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (24WS-0656)24WS-0656 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy* |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0410)24WS-0410 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
6/21/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Managing Up the Ladder (Webinar) (24WS-0607)24WS-0607 | *Influence, persuasion, and power*Navigating without position power |
7/26/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0832)24WS-0832 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
9/4/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0198)24WS-0198 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
5/17/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0435)24WS-0435 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/25/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Managing Millennials (Webinar) (24WS-0600)24WS-0600 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (24WS-0733)24WS-0733 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages |
8/19/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (24WS-0204)24WS-0204 | *Increase productivity and profitability *Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team |
5/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0243)24WS-0243 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
5/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Handling Difficult People (Webinar) (24WS-0282)24WS-0282 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs |
6/4/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0452)24WS-0452 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
6/28/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (24WS-0807)24WS-0807 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
8/30/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (24WS-0406)24WS-0406 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning |
6/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0543)24WS-0543 | 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 |
7/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding Non-Compete Agreements (Webinar) (24WS-0660)24WS-0660 | *Enforcement of non-compete agreements from the employer's perspective *Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements *Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. |
8/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0352)24WS-0352 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
6/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (24WS-0576)24WS-0576 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
7/22/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (24WS-0775)24WS-0775 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income *Foreign earned income and housing exclusion*Foreign informational form filing requirements |
8/26/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0312)24WS-0312 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
6/7/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (24WS-0745)24WS-0745 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
8/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0812)24WS-0812 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
8/30/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding Non-Compete Agreements (Webinar) (24WS-0386)24WS-0386 | *Enforcement of non-compete agreements from the employer's perspective *Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements *Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (24WS-0561)24WS-0561 | Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) |
7/18/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (24WS-0591)24WS-0591 | *Employment at will--what this means in a practical sense*Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued *Hiring and firing during a pandemic |
7/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Webinar) (24WS-0408)24WS-0408 | The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags |
6/21/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (24WS-0147)24WS-0147 | *Key requirements of SAS 136 *Changes affecting 401(k) plans *Audit strategy and improving overall efficiency *Common mistakes as noted in peer reviews and DOL inspections |
5/6/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0668)24WS-0668 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
8/7/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0163)24WS-0163 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
5/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (24WS-0739)24WS-0739 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships |
8/20/2024 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0548)24WS-0548 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
7/17/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (24WS-0196)24WS-0196 | *Changing Role of Financial Professionals: *Priorities*Change in mission*Valued-added actions*Strategic Measurements: *Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management: *Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline: *Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects: *Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity: *Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation: *Getting started*Establishing an environment*Potential first projects*Organizational structure |
5/17/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0324)24WS-0324 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
6/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (24WS-0652)24WS-0652 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy |
8/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0538)24WS-0538 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (24WS-0532)24WS-0532 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks and Traps (Webinar) (24WS-0766)24WS-0766 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
8/23/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0210)24WS-0210 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
5/21/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's IRS Tax Examinations and Hot Issues (Webinar) (24WS-0328)24WS-0328 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
6/10/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (24WS-0461)24WS-0461 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics |
7/1/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (24WS-0510)24WS-0510 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights |
7/10/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (24WS-0194)24WS-0194 | Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) |
5/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0634)24WS-0634 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
8/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0244)24WS-0244 | *Each week's topics will change based on the most critical issues affecting financial professionals |
5/30/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0480)24WS-0480 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
7/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (24WS-0573)24WS-0573 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
7/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0459)24WS-0459 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
7/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (24WS-0427)24WS-0427 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice |
6/25/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0716)24WS-0716 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
8/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (24WS-0465)24WS-0465 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle |
7/2/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0642)24WS-0642 | 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 |
8/2/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0143)24WS-0143 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
5/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (24WS-0615)24WS-0615 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
7/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (24WS-0437)24WS-0437 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
6/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The CMA's Guide to Project Management (Webinar) (24WS-0191)24WS-0191 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
5/15/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's The Essential Multistate Tax Update (Webinar) (24WS-0302)24WS-0302 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
6/6/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0817)24WS-0817 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
9/3/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (24WS-0578)24WS-0578 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. |
7/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Six Common Barriers to Investment Success (Webinar) (24WS-0601)24WS-0601 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias |
7/26/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0623)24WS-0623 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
7/31/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0518)24WS-0518 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
7/11/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (24WS-0655)24WS-0655 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (24WS-0464)24WS-0464 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
7/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (24WS-0498)24WS-0498 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
7/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0319)24WS-0319 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ins and Outs of Health Savings Accounts (Webinar) (24WS-0610)24WS-0610 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution |
7/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (24WS-0594)24WS-0594 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
7/25/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0472)24WS-0472 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
7/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0562)24WS-0562 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (24WS-0363)24WS-0363 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
6/14/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (24WS-0156)24WS-0156 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S Corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests |
5/7/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0460)24WS-0460 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
7/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0671)24WS-0671 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
8/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (24WS-0436)24WS-0436 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation |
6/26/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Time Management for Professionals (Webinar) (24WS-0237)24WS-0237 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
5/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (24WS-0584)24WS-0584 | *Making an S Corporation election and late filing relief*Disproportionate distributions*Selling S Corporation shares*Redemption rules |
7/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0398)24WS-0398 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
6/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Webinar) (24WS-0824)24WS-0824 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
9/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (24WS-0239)24WS-0239 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports |
5/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (24WS-0815)24WS-0815 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
9/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (24WS-0504)24WS-0504 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation |
7/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (24WS-0777)24WS-0777 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
8/27/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (24WS-0557)24WS-0557 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
7/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Managing People Through Motivation (Webinar) (24WS-0683)24WS-0683 | *What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity*Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory*Learn how to drill down to what truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies |
8/9/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Webinar) (24WS-0183)24WS-0183 | The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags |
5/13/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0497)24WS-0497 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
7/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (24WS-0772)24WS-0772 | Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
8/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting (Webinar) (24WS-0271)24WS-0271 | *Which organizations are qualified to receive contributions?*Types of charitable contributions taxpayers can deduct*The deduction for quid pro quo contributions*Strategies for donating property that has decreased/increased in value*Figuring the deduction for contributions of capital gain property*Importance of timing when making contributions *Considering QCDs if a taxpayer is at least 70 ½ *Specifics of donor advised funds*Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated*How to figure your deduction when limits apply*Contribution carryovers when your donation exceeds limits*What written statements should be received from qualified organizations?*What records should taxpayers keep?*Substantiation requirements for cash contributions of less than/more than $250 *Substantiation requirements for noncash contributions of less than $250 to over $500,000*When does taxpayer need an appraisal?*How and where to report contributions for individual income tax reporting |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Webinar) (24WS-0413)24WS-0413 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee?* |
6/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Partner Capital Account Reporting (Webinar) (24WS-0287)24WS-0287 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (24WS-0332)24WS-0332 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
6/11/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0262)24WS-0262 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
6/3/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (24WS-0765)24WS-0765 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer |
8/23/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0639)24WS-0639 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
8/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0804)24WS-0804 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
8/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (24WS-0486)24WS-0486 | *Evolving accounting landscape *Data complexity in accounting and tax *Value-added billing*Artificial Intelligence *Shifting client expectations *Navigating regulatory uncertainty *The impact of accountants on society *Embracing change and innovation *Pipeline challenges |
7/8/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (24WS-0762)24WS-0762 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries |
8/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (24WS-0650)24WS-0650 | *Reporting requirements forSchedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
8/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0448)24WS-0448 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits |
6/27/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks and Traps (Webinar) (24WS-0267)24WS-0267 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
6/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (24WS-0556)24WS-0556 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
7/18/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Industry Accountant Key Performance Metrics (Webinar) (24WS-0153)24WS-0153 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
5/7/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (24WS-0603)24WS-0603 | *Applicability of the use of ASC 820*The "exit price" approach*Examples of market, cost and income approaches to estimating fair value*Use of Level 1, 2 and 3 inputs in determining fair value |
7/26/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (24WS-0749)24WS-0749 | *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 |
8/21/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (24WS-0690)24WS-0690 | Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
8/12/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (24WS-0475)24WS-0475 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
7/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (24WS-0220)24WS-0220 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues |
5/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (24WS-0712)24WS-0712 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service* |
8/15/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0555)24WS-0555 | *Each week's topics will change based on the most critical issues affecting financial professionals |
7/18/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0612)24WS-0612 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
7/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0680)24WS-0680 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
8/8/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (24WS-0813)24WS-0813 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
8/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (24WS-0799)24WS-0799 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
8/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (24WS-0144)24WS-0144 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
5/6/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (24WS-0291)24WS-0291 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
6/5/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (24WS-0831)24WS-0831 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*Deviant workplace behavior*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
9/4/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (24WS-0430)24WS-0430 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer |
6/25/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (24WS-0172)24WS-0172 | *Applicability of the use of ASC 820*The "exit price" approach*Examples of market, cost and income approaches to estimating fair value*Use of Level 1, 2 and 3 inputs in determining fair value |
5/10/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0503)24WS-0503 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
7/10/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0439)24WS-0439 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
6/26/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0631)24WS-0631 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* |
8/1/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Six Common Barriers to Investment Success (Webinar) (24WS-0833)24WS-0833 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias |
9/4/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0285)24WS-0285 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0297)24WS-0297 | *Each week's topics will change based on the most critical issues affecting financial professionals |
6/6/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Incredible Leadership Transformations in Accounting: Ways to Improve Leadership and Communication (Webinar) (24WS-0274)24WS-0274 | *Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders*Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members' morale, and fosters positive energy in the work climate*Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential*Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (24WS-0231)24WS-0231 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
5/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0241)24WS-0241 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
5/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (24WS-0580)24WS-0580 | The causes of burnout in the accounting profession *Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout *Tools used to measure employee well-being |
7/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0558)24WS-0558 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to Partner Capital Account Reporting (Webinar) (24WS-0808)24WS-0808 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations |
8/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (24WS-0300)24WS-0300 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
6/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0625)24WS-0625 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/31/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0805)24WS-0805 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
8/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (24WS-0171)24WS-0171 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
5/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0235)24WS-0235 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
5/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (24WS-0151)24WS-0151 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation |
5/7/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (24WS-0828)24WS-0828 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
9/4/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0161)24WS-0161 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* |
5/8/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Webinar) (24WS-0419)24WS-0419 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*Bonus depreciation*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/24/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Managing Up the Ladder (Webinar) (24WS-0433)24WS-0433 | *Influence, persuasion, and power*Navigating without position power |
6/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Auto and Energy-Related Tax Credits (Webinar) (24WS-0174)24WS-0174 | *How a purchaser of an energy-efficient clean vehicle claims a credit*The energy efficient home improvement credit*The Residential Clean Energy Credit*The clean vehicle credit*The previously owned clean vehicle credit*The qualified commercial clean vehicle credit*Transfers of credits to an unrelated transferee*Seller report information for buyers of new and previously owned clean vehicle credits *Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers |
5/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (24WS-0589)24WS-0589 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
7/24/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Tax Research (Webinar) (24WS-0520)24WS-0520 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda |
7/11/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (24WS-0304)24WS-0304 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
6/6/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Time Management for Professionals (Webinar) (24WS-0416)24WS-0416 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
6/24/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (24WS-0223)24WS-0223 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent |
5/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (24WS-0181)24WS-0181 | Wrapping up issues related to COVID-19 legislation*Update on latest cases, rulings, and regulations including the final regs*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Sections 754 and 732(d)*Planning for the utilization of Section 179 and for the phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S Corporations*Compensation in S Corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities* |
5/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (24WS-0230)24WS-0230 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock |
5/28/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0720)24WS-0720 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
8/16/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0495)24WS-0495 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
7/9/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (24WS-0397)24WS-0397 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business |
6/20/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0355)24WS-0355 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0736)24WS-0736 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
8/20/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (24WS-0727)24WS-0727 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent |
8/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (24WS-0428)24WS-0428 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions |
6/25/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Accountant as the Expert Witness (Webinar) (24WS-0242)24WS-0242 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness |
5/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Webinar) (24WS-0496)24WS-0496 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*Bonus depreciation*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/9/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0395)24WS-0395 | *Each week's topics will change based on the most critical issues affecting financial professionals |
6/20/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (24WS-0734)24WS-0734 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
8/19/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0533)24WS-0533 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/15/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0234)24WS-0234 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
5/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0670)24WS-0670 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
8/7/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0820)24WS-0820 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
9/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0513)24WS-0513 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Webinar) (24WS-0665)24WS-0665 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results |
8/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0311)24WS-0311 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
6/7/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (24WS-0276)24WS-0276 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer |
6/4/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Webinar) (24WS-0226)24WS-0226 | The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags |
5/24/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (24WS-0409)24WS-0409 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues |
6/21/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (24WS-0514)24WS-0514 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses |
7/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (24WS-0247)24WS-0247 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
5/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (24WS-0780)24WS-0780 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation |
8/27/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's The Accountant as the Expert Witness (Webinar) (24WS-0747)24WS-0747 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness |
8/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (24WS-0301)24WS-0301 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns |
6/6/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (24WS-0669)24WS-0669 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan |
8/7/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (24WS-0685)24WS-0685 | *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 -- Section 338 and Section 338(h)(10)*The impact of the Section 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 Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
8/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0372)24WS-0372 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/17/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Risk Management (Webinar) (24WS-0199)24WS-0199 | *Rethinking Risk Management: *Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk: *Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior.*Enterprise Risk Management (ERM): *Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools: *Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique |
5/17/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (24WS-0207)24WS-0207 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount |
5/21/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Tax Research (Webinar) (24WS-0359)24WS-0359 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auto and Energy-Related Tax Credits (Webinar) (24WS-0364)24WS-0364 | *How a purchaser of an energy-efficient clean vehicle claims a credit*The energy efficient home improvement credit*The Residential Clean Energy Credit*The clean vehicle credit*The previously owned clean vehicle credit*The qualified commercial clean vehicle credit*Transfers of credits to an unrelated transferee*Seller report information for buyers of new and previously owned clean vehicle credits *Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers |
6/14/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Essential Multistate Tax Update (Webinar) (24WS-0535)24WS-0535 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
7/15/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (24WS-0341)24WS-0341 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service* |
6/12/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0246)24WS-0246 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
5/30/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (24WS-0284)24WS-0284 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies |
6/4/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (24WS-0322)24WS-0322 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries |
6/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0187)24WS-0187 | *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 |
5/15/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (24WS-0342)24WS-0342 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection |
6/12/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (24WS-0484)24WS-0484 | *Tax rules governing liquidation of a partnership or S Corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S Corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership |
7/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0165)24WS-0165 | *Each week's topics will change based on the most critical issues affecting financial professionals |
5/9/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (24WS-0730)24WS-0730 | *Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.)*Additional issues in not-for-profit financial reporting |
8/19/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (24WS-0647)24WS-0647 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
8/5/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (24WS-0477)24WS-0477 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
7/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (24WS-0691)24WS-0691 | Wrapping up issues related to COVID-19 legislation*Update on latest cases, rulings, and regulations including the final regs*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Sections 754 and 732(d)*Planning for the utilization of Section 179 and for the phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S Corporations*Compensation in S Corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities* |
8/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (24WS-0605)24WS-0605 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects |
7/26/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (24WS-0701)24WS-0701 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
8/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
Surgent's Single Auditing Made Simple (Webinar) (24WS-0624)24WS-0624 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities |
7/31/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0751)24WS-0751 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
8/21/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (24WS-0728)24WS-0728 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
8/19/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting (Webinar) (24WS-0212)24WS-0212 | *Which organizations are qualified to receive contributions?*Types of charitable contributions taxpayers can deduct*The deduction for quid pro quo contributions*Strategies for donating property that has decreased/increased in value*Figuring the deduction for contributions of capital gain property*Importance of timing when making contributions *Considering QCDs if a taxpayer is at least 70 ½ *Specifics of donor advised funds*Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated*How to figure your deduction when limits apply*Contribution carryovers when your donation exceeds limits*What written statements should be received from qualified organizations?*What records should taxpayers keep?*Substantiation requirements for cash contributions of less than/more than $250 *Substantiation requirements for noncash contributions of less than $250 to over $500,000*When does taxpayer need an appraisal?*How and where to report contributions for individual income tax reporting |
5/21/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Webinar) (24WS-0213)24WS-0213 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
5/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0227)24WS-0227 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
5/24/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Webinar) (24WS-0456)24WS-0456 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy efficient home improvement credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the new energy efficient home credit*Clean vehicle credit and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in research credit against payroll tax for small businesses |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0216)24WS-0216 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
5/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0463)24WS-0463 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
7/2/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (24WS-0511)24WS-0511 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
7/10/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0236)24WS-0236 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
5/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (24WS-0357)24WS-0357 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0709)24WS-0709 | *Each week's topics will change based on the most critical issues affecting financial professionals |
8/15/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0440)24WS-0440 | *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 |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (24WS-0786)24WS-0786 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation |
8/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (24WS-0354)24WS-0354 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act |
6/13/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (24WS-0310)24WS-0310 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation |
6/7/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0818)24WS-0818 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
9/3/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Weekly Expert Hour (Webinar) (24WS-0350)24WS-0350 | *Each week's topics will change based on the most critical issues affecting financial professionals |
6/13/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0402)24WS-0402 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
6/20/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0421)24WS-0421 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0240)24WS-0240 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits |
5/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (24WS-0432)24WS-0432 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
6/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0479)24WS-0479 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
7/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (24WS-0553)24WS-0553 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (24WS-0542)24WS-0542 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 |
7/16/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (24WS-0724)24WS-0724 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 |
8/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethics for the Industry Accountant (Webinar) (24WS-0819)24WS-0819 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
9/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Building Your Personal Brand (Webinar) (24WS-0272)24WS-0272 | *The relevance of brand vs. reputation*Key components of a personal brand*Breaking down the who, what, where, when, why, and how of creating a personal brand |
6/4/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0446)24WS-0446 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
6/27/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (24WS-0376)24WS-0376 | Legal definitions & principals involving estates & trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests |
6/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (24WS-0618)24WS-0618 | *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 |
7/30/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (24WS-0649)24WS-0649 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
8/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (24WS-0628)24WS-0628 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation |
8/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0699)24WS-0699 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
8/13/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Managing Millennials (Webinar) (24WS-0404)24WS-0404 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success |
6/20/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (24WS-0826)24WS-0826 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues |
9/4/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Webinar) (24WS-0617)24WS-0617 | *Complying with the beneficial ownership information reporting requirements*The current status of the Employee Retention Credit Voluntary Disclosure Program*Using the newly expanded access to business tax accounts for partners and shareholders of S Corporations*IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers*Monetizing energy credits*Amortization of research and experimental expenditures*Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners*Contributions to Roth "catch-up" plans*Roth contributions to a SEP and Simple IRA*Employer matching contributions to a Roth account*Section 179 and bonus depreciation*Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime |
7/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Industry Accountant Key Performance Metrics (Webinar) (24WS-0653)24WS-0653 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
8/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (24WS-0388)24WS-0388 | *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 -- Section 338 and Section 338(h)(10)*The impact of the Section 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 Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
6/18/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (24WS-0326)24WS-0326 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount |
6/10/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0763)24WS-0763 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/22/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (24WS-0323)24WS-0323 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments |
6/10/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0536)24WS-0536 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
7/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (24WS-0788)24WS-0788 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business |
8/28/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0645)24WS-0645 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
8/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethics for the Industry Accountant (Webinar) (24WS-0307)24WS-0307 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
6/7/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0599)24WS-0599 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
7/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (24WS-0308)24WS-0308 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards |
6/7/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (24WS-0387)24WS-0387 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues |
6/18/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0170)24WS-0170 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
5/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0754)24WS-0754 | *Each week's topics will change based on the most critical issues affecting financial professionals |
8/22/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0309)24WS-0309 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
6/7/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (24WS-0238)24WS-0238 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships |
5/29/2024 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
Surgent's Critical Conversations (Webinar) (24WS-0349)24WS-0349 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a tool*Self-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (24WS-0571)24WS-0571 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock |
7/19/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0325)24WS-0325 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (24WS-0793)24WS-0793 | *Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
8/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (24WS-0468)24WS-0468 | Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
7/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auto and Energy-Related Tax Credits (Webinar) (24WS-0539)24WS-0539 | *How a purchaser of an energy-efficient clean vehicle claims a credit*The energy efficient home improvement credit*The Residential Clean Energy Credit*The clean vehicle credit*The previously owned clean vehicle credit*The qualified commercial clean vehicle credit*Transfers of credits to an unrelated transferee*Seller report information for buyers of new and previously owned clean vehicle credits *Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0516)24WS-0516 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
7/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned from Successful Companies (Webinar) (24WS-0392)24WS-0392 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success |
6/18/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0742)24WS-0742 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Industry Accountant Key Performance Metrics (Webinar) (24WS-0522)24WS-0522 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
7/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0677)24WS-0677 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
8/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Engagement and Client Retention Best Practices (Webinar) (24WS-0508)24WS-0508 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
7/10/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (24WS-0201)24WS-0201 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice |
5/17/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Time Management for Professionals (Webinar) (24WS-0740)24WS-0740 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
8/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0257)24WS-0257 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0738)24WS-0738 | *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 |
8/20/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (24WS-0277)24WS-0277 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
6/4/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (24WS-0176)24WS-0176 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? |
5/10/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0802)24WS-0802 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
8/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0596)24WS-0596 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits |
7/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (24WS-0592)24WS-0592 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position |
7/24/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0474)24WS-0474 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
7/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0219)24WS-0219 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
5/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0368)24WS-0368 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
6/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0295)24WS-0295 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
6/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (24WS-0834)24WS-0834 | *Key requirements of SAS 136 *Changes affecting 401(k) plans *Audit strategy and improving overall efficiency *Common mistakes as noted in peer reviews and DOL inspections |
9/4/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0253)24WS-0253 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
5/31/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (24WS-0458)24WS-0458 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management |
7/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (24WS-0507)24WS-0507 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer |
7/10/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (24WS-0769)24WS-0769 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues |
8/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0773)24WS-0773 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
8/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0424)24WS-0424 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
6/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Update on the SECURE 2.0 Act (Webinar) (24WS-0666)24WS-0666 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
8/7/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0779)24WS-0779 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
8/27/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (24WS-0206)24WS-0206 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) |
5/21/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (24WS-0552)24WS-0552 | *Reasonable compensation*Fringe benefits for S Corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (24WS-0640)24WS-0640 | *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 |
8/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (24WS-0529)24WS-0529 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*Deviant workplace behavior*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits |
7/12/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0798)24WS-0798 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
8/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0269)24WS-0269 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (24WS-0381)24WS-0381 | What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options |
6/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (24WS-0757)24WS-0757 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
8/22/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (24WS-0420)24WS-0420 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects |
6/24/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (24WS-0356)24WS-0356 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S Corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (24WS-0255)24WS-0255 | Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
5/31/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (24WS-0286)24WS-0286 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Tax Research (Webinar) (24WS-0167)24WS-0167 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda |
5/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0467)24WS-0467 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets |
7/2/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0162)24WS-0162 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
5/8/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Lessons Learned from Successful Companies (Webinar) (24WS-0531)24WS-0531 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (24WS-0449)24WS-0449 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference |
6/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (24WS-0303)24WS-0303 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects |
6/6/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (24WS-0750)24WS-0750 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid |
8/21/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (24WS-0694)24WS-0694 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S Corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests |
8/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (24WS-0672)24WS-0672 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS *The value of servicinga niche |
8/7/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0613)24WS-0613 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
7/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (24WS-0796)24WS-0796 | *Technology and workstation arrangements*Maximizing productivity *Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
8/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0264)24WS-0264 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
6/3/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (24WS-0583)24WS-0583 | *Learn the power of flexibility and adaptability *Manage daily changes and stressors*Avoid burnout and achieve work-life balance |
7/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (24WS-0719)24WS-0719 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges* |
8/16/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (24WS-0519)24WS-0519 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims |
7/11/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (24WS-0256)24WS-0256 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
6/1/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (24WS-0726)24WS-0726 | *Applicable provisions of SECURE Act 2.0 *Key features for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA*How to determine which employees must be covered |
8/19/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (24WS-0586)24WS-0586 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
7/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (24WS-0675)24WS-0675 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference |
8/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0661)24WS-0661 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
8/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0298)24WS-0298 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/6/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (24WS-0502)24WS-0502 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount |
7/10/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (24WS-0160)24WS-0160 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection |
5/8/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0704)24WS-0704 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
8/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0149)24WS-0149 | *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 |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (24WS-0373)24WS-0373 | *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 |
6/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0211)24WS-0211 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
5/21/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (24WS-0587)24WS-0587 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation |
7/24/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0795)24WS-0795 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits |
8/28/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0145)24WS-0145 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
5/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (24WS-0686)24WS-0686 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount |
8/9/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0478)24WS-0478 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
7/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (24WS-0588)24WS-0588 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
7/24/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Webinar) (24WS-0753)24WS-0753 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee?* |
8/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Engagement and Client Retention Best Practices (Webinar) (24WS-0776)24WS-0776 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
8/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Webinar) (24WS-0748)24WS-0748 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users |
8/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (24WS-0299)24WS-0299 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? |
6/6/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0317)24WS-0317 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
6/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (24WS-0722)24WS-0722 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements |
8/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (24WS-0575)24WS-0575 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) |
7/22/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (24WS-0636)24WS-0636 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
8/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0288)24WS-0288 | 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 |
6/5/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0396)24WS-0396 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
6/20/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (24WS-0177)24WS-0177 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
5/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0767)24WS-0767 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
8/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (24WS-0560)24WS-0560 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships |
7/18/2024 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (24WS-0492)24WS-0492 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income *Foreign earned income and housing exclusion*Foreign informational form filing requirements |
7/9/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (24WS-0383)24WS-0383 | *Applicable provisions of SECURE Act 2.0 *Key features for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA*How to determine which employees must be covered |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Internal Controls, COSO and COVID-19 (Webinar) (24WS-0537)24WS-0537 | *ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations |
7/15/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (24WS-0732)24WS-0732 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
8/19/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0688)24WS-0688 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
8/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0746)24WS-0746 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
8/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0154)24WS-0154 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
5/7/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (24WS-0399)24WS-0399 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
6/20/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Webinar) (24WS-0598)24WS-0598 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities |
7/25/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0384)24WS-0384 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0541)24WS-0541 | *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 |
7/16/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (24WS-0365)24WS-0365 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan |
6/14/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (24WS-0823)24WS-0823 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
9/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (24WS-0500)24WS-0500 | *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* |
7/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0544)24WS-0544 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss 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*Review CPA Independence violations by current legal case examples |
7/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Ins and Outs of Health Savings Accounts (Webinar) (24WS-0770)24WS-0770 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution |
8/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Case Studies: Schemes and Controls (Webinar) (24WS-0755)24WS-0755 | *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 |
8/22/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (24WS-0179)24WS-0179 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation |
5/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Food, Beverage and Entertainment Expensing (Webinar) (24WS-0682)24WS-0682 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment |
8/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (24WS-0521)24WS-0521 | *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 |
7/11/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Six Common Barriers to Investment Success (Webinar) (24WS-0200)24WS-0200 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias |
5/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales (Webinar) (24WS-0546)24WS-0546 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? |
7/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Emotional Intelligence (Webinar) (24WS-0232)24WS-0232 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships |
5/28/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (24WS-0315)24WS-0315 | *Applicable provisions of SECURE Act 2.0 *Key features for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA*How to determine which employees must be covered |
6/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Representing a Client in an IRS Audit (Webinar) (24WS-0471)24WS-0471 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues |
7/3/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (24WS-0715)24WS-0715 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 |
8/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0443)24WS-0443 | *Each week's topics will change based on the most critical issues affecting financial professionals |
6/27/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (24WS-0791)24WS-0791 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management |
8/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0249)24WS-0249 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
5/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (24WS-0294)24WS-0294 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements *The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act |
6/5/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (24WS-0743)24WS-0743 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics |
8/20/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Managing Millennials (Webinar) (24WS-0729)24WS-0729 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success |
8/19/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0764)24WS-0764 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
8/23/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (24WS-0389)24WS-0389 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
6/18/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's A Complete Guide to Offers in Compromise (Webinar) (24WS-0260)24WS-0260 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams |
6/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0488)24WS-0488 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (24WS-0700)24WS-0700 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes |
8/13/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Webinar) (24WS-0608)24WS-0608 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee?* |
7/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Building Your Personal Brand (Webinar) (24WS-0787)24WS-0787 | *The relevance of brand vs. reputation*Key components of a personal brand*Breaking down the who, what, where, when, why, and how of creating a personal brand |
8/28/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (24WS-0157)24WS-0157 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
5/8/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0229)24WS-0229 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0737)24WS-0737 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
8/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0454)24WS-0454 | 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 |
6/28/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Webinar) (24WS-0687)24WS-0687 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities |
8/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (24WS-0403)24WS-0403 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
6/20/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Representing a Client in an IRS Audit (Webinar) (24WS-0186)24WS-0186 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues |
5/15/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (24WS-0585)24WS-0585 | *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 |
7/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Tax Research (Webinar) (24WS-0654)24WS-0654 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Webinar) (24WS-0343)24WS-0343 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
6/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0189)24WS-0189 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
5/15/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (24WS-0711)24WS-0711 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
8/15/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0293)24WS-0293 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
6/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0714)24WS-0714 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
8/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0611)24WS-0611 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
7/29/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (24WS-0809)24WS-0809 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
8/30/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0447)24WS-0447 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/27/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0604)24WS-0604 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
7/26/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (24WS-0616)24WS-0616 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
7/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0778)24WS-0778 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets |
8/27/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0801)24WS-0801 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (24WS-0377)24WS-0377 | *Making an S Corporation election and late filing relief*Disproportionate distributions*Selling S Corporation shares*Redemption rules |
6/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0470)24WS-0470 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (24WS-0800)24WS-0800 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings |
8/29/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (24WS-0414)24WS-0414 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income |
6/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (24WS-0148)24WS-0148 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Raising Financially Capable Children (Webinar) (24WS-0784)24WS-0784 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing *Philanthropy*Taxes*Credit cards |
8/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (24WS-0651)24WS-0651 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership |
8/5/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (24WS-0340)24WS-0340 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
6/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (24WS-0367)24WS-0367 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
6/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (24WS-0761)24WS-0761 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) |
8/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (24WS-0527)24WS-0527 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings |
7/12/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Public Speaking and Presentation Skills (Webinar) (24WS-0394)24WS-0394 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation* |
6/20/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0169)24WS-0169 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
5/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Engagement and Client Retention Best Practices (Webinar) (24WS-0296)24WS-0296 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (24WS-0180)24WS-0180 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax |
5/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0797)24WS-0797 | *Each week's topics will change based on the most critical issues affecting financial professionals |
8/29/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (24WS-0602)24WS-0602 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
7/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Implementing the New Risk Assessment Standard (Webinar) (24WS-0752)24WS-0752 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment |
8/21/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (24WS-0338)24WS-0338 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management |
6/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0360)24WS-0360 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
6/13/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (24WS-0693)24WS-0693 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections |
8/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (24WS-0390)24WS-0390 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
6/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Research (Webinar) (24WS-0816)24WS-0816 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda |
9/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0593)24WS-0593 | *Each week's topics will change based on the most critical issues affecting financial professionals |
7/25/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (24WS-0270)24WS-0270 | Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (24WS-0251)24WS-0251 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy* |
5/31/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (24WS-0494)24WS-0494 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
7/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Webinar) (24WS-0545)24WS-0545 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures *Indexing IRA catch-up limit *Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation |
7/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Webinar) (24WS-0633)24WS-0633 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
8/1/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (24WS-0208)24WS-0208 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals |
5/21/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0438)24WS-0438 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
6/26/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (24WS-0609)24WS-0609 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance* |
7/29/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (24WS-0330)24WS-0330 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income *Foreign earned income and housing exclusion*Foreign informational form filing requirements |
6/11/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0595)24WS-0595 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
7/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0499)24WS-0499 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
7/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (24WS-0273)24WS-0273 | *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 |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (24WS-0346)24WS-0346 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes |
6/12/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0252)24WS-0252 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
5/31/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0248)24WS-0248 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
5/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (24WS-0425)24WS-0425 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent |
6/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (24WS-0337)24WS-0337 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference |
6/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to Partner Capital Account Reporting (Webinar) (24WS-0664)24WS-0664 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations |
8/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0632)24WS-0632 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (24WS-0258)24WS-0258 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income *Foreign earned income and housing exclusion*Foreign informational form filing requirements |
6/3/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's A Complete Guide to Offers in Compromise (Webinar) (24WS-0710)24WS-0710 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams |
8/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (24WS-0331)24WS-0331 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 |
6/11/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0190)24WS-0190 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
5/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Webinar) (24WS-0696)24WS-0696 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy efficient home improvement credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the new energy efficient home credit*Clean vehicle credit and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in research credit against payroll tax for small businesses |
8/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (24WS-0579)24WS-0579 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages |
7/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (24WS-0547)24WS-0547 | *Changing Role of Financial Professionals: *Priorities*Change in mission*Valued-added actions*Strategic Measurements: *Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management: *Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline: *Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects: *Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity: *Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation: *Getting started*Establishing an environment*Potential first projects*Organizational structure |
7/16/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Ins and Outs of Health Savings Accounts (Webinar) (24WS-0316)24WS-0316 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution |
6/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (24WS-0214)24WS-0214 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
5/22/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0692)24WS-0692 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Risk Management (Webinar) (24WS-0525)24WS-0525 | *Rethinking Risk Management: *Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk: *Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior.*Enterprise Risk Management (ERM): *Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools: *Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique |
7/12/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (24WS-0283)24WS-0283 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries |
6/4/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Webinar) (24WS-0638)24WS-0638 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" |
8/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (24WS-0509)24WS-0509 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
7/10/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0597)24WS-0597 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
7/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0217)24WS-0217 | *Each week's topics will change based on the most critical issues affecting financial professionals |
5/23/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (24WS-0164)24WS-0164 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference |
5/9/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (24WS-0667)24WS-0667 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
8/7/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (24WS-0314)24WS-0314 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position |
6/7/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (24WS-0549)24WS-0549 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues |
7/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (24WS-0268)24WS-0268 | *Key requirements of SAS 136 *Changes affecting 401(k) plans *Audit strategy and improving overall efficiency *Common mistakes as noted in peer reviews and DOL inspections |
6/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Webinar) (24WS-0379)24WS-0379 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
6/17/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Webinar) (24WS-0810)24WS-0810 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation*Section 163(j)*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (24WS-0195)24WS-0195 | The causes of burnout in the accounting profession *Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout *Tools used to measure employee well-being |
5/16/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Coaching Skills for Managers and Supervisors (Webinar) (24WS-0489)24WS-0489 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance |
7/8/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Annual FASB Update and Review (Webinar) (24WS-0698)24WS-0698 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842, Leases*ASC 326: CECL |
8/13/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (24WS-0806)24WS-0806 | Legal definitions & principals involving estates & trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests |
8/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The CMA's Guide to Project Management (Webinar) (24WS-0205)24WS-0205 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
5/20/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0429)24WS-0429 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* |
6/25/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (24WS-0259)24WS-0259 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business |
6/3/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0491)24WS-0491 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
7/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Successful Communication (Webinar) (24WS-0245)24WS-0245 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success |
5/30/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (24WS-0265)24WS-0265 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
6/3/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auto and Energy-Related Tax Credits (Webinar) (24WS-0717)24WS-0717 | *How a purchaser of an energy-efficient clean vehicle claims a credit*The energy efficient home improvement credit*The Residential Clean Energy Credit*The clean vehicle credit*The previously owned clean vehicle credit*The qualified commercial clean vehicle credit*Transfers of credits to an unrelated transferee*Seller report information for buyers of new and previously owned clean vehicle credits *Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers |
8/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (24WS-0783)24WS-0783 | * Using lookup functions as an alternative to direct cell references * Understand the limitations of the VLOOKUP function * Discover ways to move beyond these limitations |
8/27/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (24WS-0385)24WS-0385 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
6/18/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0756)24WS-0756 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
8/22/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Handling Difficult People (Webinar) (24WS-0646)24WS-0646 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs |
8/2/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (24WS-0663)24WS-0663 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
8/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Webinar) (24WS-0684)24WS-0684 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales |
8/9/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (24WS-0334)24WS-0334 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership |
6/11/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Webinar) (24WS-0721)24WS-0721 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit*Comprehensive coverage of theSECURE 2.0 Act, including:*Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*Bonus depreciation*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
8/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Representing a Client in an IRS Audit (Webinar) (24WS-0725)24WS-0725 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues |
8/19/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0209)24WS-0209 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
5/21/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0412)24WS-0412 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (24WS-0306)24WS-0306 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues |
6/6/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The CMA's Guide to Project Management (Webinar) (24WS-0351)24WS-0351 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
6/13/2024 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0345)24WS-0345 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
6/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0781)24WS-0781 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
8/27/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (24WS-0659)24WS-0659 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business |
8/6/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Conversations (Webinar) (24WS-0718)24WS-0718 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a tool*Self-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation |
8/16/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Essential Multistate Tax Update (Webinar) (24WS-0703)24WS-0703 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
8/14/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (24WS-0570)24WS-0570 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection |
7/19/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (24WS-0422)24WS-0422 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock |
6/24/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (24WS-0358)24WS-0358 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy* |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (24WS-0336)24WS-0336 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues |
6/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0559)24WS-0559 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ethics for Tax Professionals (Webinar) (24WS-0380)24WS-0380 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
6/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (24WS-0142)24WS-0142 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position |
5/6/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0218)24WS-0218 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
5/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0353)24WS-0353 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (24WS-0266)24WS-0266 | *Applicability of the use of ASC 820*The "exit price" approach*Examples of market, cost and income approaches to estimating fair value*Use of Level 1, 2 and 3 inputs in determining fair value |
6/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Webinar) (24WS-0794)24WS-0794 | Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Adopting C Corporation status *Why businesses choose S Corporation status. Tax and business situations that impact entity selection. |
8/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (24WS-0676)24WS-0676 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments |
8/8/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (24WS-0289)24WS-0289 | *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 |
6/5/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (24WS-0758)24WS-0758 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
8/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Ethics for the Industry Accountant (Webinar) (24WS-0662)24WS-0662 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
8/6/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0490)24WS-0490 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
7/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (24WS-0530)24WS-0530 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy* |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (24WS-0705)24WS-0705 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
8/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (24WS-0774)24WS-0774 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
8/26/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Webinar) (24WS-0382)24WS-0382 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
6/18/2024 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Mastering the Basics of Inventory Accounting (Webinar) (24WS-0182)24WS-0182 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting |
5/13/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Webinar) (24WS-0620)24WS-0620 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
7/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (24WS-0689)24WS-0689 | Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) |
8/12/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (24WS-0713)24WS-0713 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy |
8/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (24WS-0803)24WS-0803 | *Making an S Corporation election and late filing relief*Disproportionate distributions*Selling S Corporation shares*Redemption rules |
8/29/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0184)24WS-0184 | 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 |
5/14/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0233)24WS-0233 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
5/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (24WS-0528)24WS-0528 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions |
7/12/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0193)24WS-0193 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
5/16/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (24WS-0678)24WS-0678 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Overview of the economics and tax consequences of crowdfunding campaigns*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation*Section 163(j)*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*State and local taxes: pass-through entity workarounds*Special basis adjustments, including comprehensive examples |
8/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (24WS-0658)24WS-0658 | *Tax rules governing liquidation of a partnership or S Corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S Corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership |
8/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (24WS-0577)24WS-0577 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits |
7/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Weekly Expert Hour (Webinar) (24WS-0192)24WS-0192 | *Each week's topics will change based on the most critical issues affecting financial professionals |
5/16/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Annual Update for Defined Contribution Plans (Webinar) (24WS-0375)24WS-0375 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study |
6/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
MNCPA Tax Conference (TAX24) (24CF-TAXC)24CF-TAXC | |
11/18/2024 | 8 a.m. - 5 p.m. | , and Online | 24 CPE (see agenda) | |
2024 Real Estate Tax Update (Webinar) (24WA-2936)24WA-2936 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones |
6/15/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-2324)24WA-2324 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
6/3/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-3498)24WA-3498 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
6/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
S Corporation Essentials: Review and Update (Webinar) (24WA-4653)24WA-4653 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions |
8/6/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-2204)24WA-2204 | *Accounting*Finance |
5/30/2024 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-3988)24WA-3988 | *Mental Health Awareness |
7/16/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
When Leadership Fails (Webinar) (24WA-3493)24WA-3493 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-2994)24WA-2994 | *Competitive bids*Achieving target profitability |
6/18/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-4281)24WA-4281 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (24WA-4821)24WA-4821 | *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 |
8/12/2024 | 10 p.m. - 5:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-4387)24WA-4387 | *Accounting*Finance*Procurement |
7/29/2024 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-2103)24WA-2103 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
5/25/2024 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-2233)24WA-2233 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
5/31/2024 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-1726)24WA-1726 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
5/9/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-1811)24WA-1811 | *Accounting*Finance*Financial Statements |
5/13/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-2487)24WA-2487 | *Diversity*Inclusion*Generations*Leadership*Engagement |
6/6/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-3513)24WA-3513 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
6/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-3566)24WA-3566 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
7/1/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-2290)24WA-2290 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
6/3/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ensuring Financial Wellness: The Role of Estate Plans, Wills and Insurance (Webinar) (24WA-2009)24WA-2009 | *Employee retention*Business Exit Planning Insurance*Estate Planning |
5/22/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-2277)24WA-2277 | *CECL*NAC*Independence |
6/1/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-4248)24WA-4248 | *Performance audit standards*Performance audit types*Performance audit objectives |
7/24/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-4655)24WA-4655 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
8/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics in Today's World and Practical Application Tips (Webinar) (24WA-1982)24WA-1982 | *Explore a time-line of business ethical issues and understand the "why's around their occurrence"*Evaluate ethical theories*Explore risk factors for identifying ethical situations*Practical tips for profiling and dealing with ethical culture*Practice you knowledge with real-life ethical scenarios |
5/21/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The ABCs of Advisory Services (Webinar) (24WA-4599)24WA-4599 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
8/5/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-4525)24WA-4525 | *Forensic Accounting*Accounting*Finance*Auditing |
8/2/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-3860)24WA-3860 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
7/12/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-2258)24WA-2258 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/1/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-3215)24WA-3215 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
6/22/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-2498)24WA-2498 | *Preparation*Compilation*Review |
6/6/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Creating A Coaching Culture in Your Company (Webinar) (24WA-2470)24WA-2470 | *What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
6/6/2024 | 11:30 a.m. - 2:25 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-4936)24WA-4936 | *Accounting*Finance*Financial Statements |
8/15/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-1867)24WA-1867 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
5/15/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Accounting for Leases (Webinar) (24WA-5201)24WA-5201 | *Accounting*Finance*Financial Statement Preparation |
8/23/2024 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-2015)24WA-2015 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
5/22/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-3737)24WA-3737 | *Coaching*Effective Communication |
7/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-2462)24WA-2462 | *Retaliation protections*Speak up culture*Ethical culture |
6/5/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Crypto, Blockchain and Taxes (Webinar) (24WA-3887)24WA-3887 | *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 |
7/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ensuring Financial Wellness: The Role of Estate Plans, Wills and Insurance (Webinar) (24WA-2963)24WA-2963 | *Employee retention*Business Exit Planning Insurance*Estate Planning |
6/17/2024 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-3934)24WA-3934 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
7/13/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-3414)24WA-3414 | *Accounting*Finance |
6/27/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-2775)24WA-2775 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
6/12/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-5034)24WA-5034 | *Communication*Leadership*Character*Behavior |
8/19/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Managing Through Corporate Politics: The Achilles' Heel of Executing Professional Skepticism (Webinar) (24WA-3121)24WA-3121 | *Defining corporate politics*Impact of corporate politics*Types of corporate politics and remedies*Metaphors of corporate politics*Dispelling myths*The players |
6/20/2024 | 12 - 1:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-2798)24WA-2798 | *Communications |
6/13/2024 | 6 - 8:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-2907)24WA-2907 | *Common Defiencies*DOL*EBPs |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-5137)24WA-5137 | *Performance audit standards*Performance audit types*Performance audit objectives |
8/22/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-4145)24WA-4145 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
7/19/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-3074)24WA-3074 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-3699)24WA-3699 | *Employee Relations*Culture*Leadership*Employee Retention |
7/5/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-4337)24WA-4337 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
7/26/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-2216)24WA-2216 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
5/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-4628)24WA-4628 | *KPIs*Performance measures*Metrics |
8/6/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-5153)24WA-5153 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
8/22/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-3296)24WA-3296 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
6/25/2024 | 6 - 7:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-4277)24WA-4277 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
7/25/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-4780)24WA-4780 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
8/9/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-4070)24WA-4070 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
7/18/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-3825)24WA-3825 | *Sampling*Monetary Unit Sampling |
7/11/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-3617)24WA-3617 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
7/2/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-3600)24WA-3600 | *Forensic Accounting*Accounting*Auditing*Finance |
7/2/2024 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-2844)24WA-2844 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
6/14/2024 | 3 - 4:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-4133)24WA-4133 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
7/19/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-2952)24WA-2952 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
6/17/2024 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-5206)24WA-5206 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
8/23/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-4766)24WA-4766 | *Forensic Accounting*Accounting*Auditing*Finance |
8/9/2024 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-3480)24WA-3480 | *Forensic Accounting*Accounting*Auditing*Finance |
6/28/2024 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-4900)24WA-4900 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
8/14/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Planning for Small Business Success (Webinar) (24WA-3303)24WA-3303 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
6/25/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-4917)24WA-4917 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
8/15/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real World Business Ethics Scenarios (Webinar) (24WA-2820)24WA-2820 | *The Angry Boss*Financial Close Dilemma*Petty Cash Fund*Management Incentives*I Need My Job |
6/13/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-2176)24WA-2176 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
5/29/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-2690)24WA-2690 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
6/10/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-2713)24WA-2713 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
6/11/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-1729)24WA-1729 | *NAC*CECL |
5/9/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-2676)24WA-2676 | *Accounting*Finance*SG*Operations |
6/10/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-4716)24WA-4716 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
8/8/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-4216)24WA-4216 | *Emotional Intelligence*Communication*Teamwork |
7/23/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-3710)24WA-3710 | *Accounting*Finance |
7/6/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-2939)24WA-2939 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
6/15/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-4580)24WA-4580 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
8/5/2024 | 3 - 4:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (24WA-3876)24WA-3876 | *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 |
7/12/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-4597)24WA-4597 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
8/5/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-3633)24WA-3633 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
7/3/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-1905)24WA-1905 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
5/16/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Yellow Book: From Beginning to End (Webinar) (24WA-5103)24WA-5103 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
8/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-1770)24WA-1770 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
5/11/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-3831)24WA-3831 | *Accounting*Finance*Cashflow |
7/11/2024 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-4993)24WA-4993 | *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 |
8/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-2379)24WA-2379 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
6/4/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-3594)24WA-3594 | *Accounting*Finance |
7/2/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-2722)24WA-2722 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
6/11/2024 | 6 - 10:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-2055)24WA-2055 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
5/24/2024 | 3 - 6:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-2731)24WA-2731 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
6/11/2024 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-4714)24WA-4714 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
8/8/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3560)24WA-3560 | *Technology*Cybersecurity |
7/1/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-1883)24WA-1883 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
5/16/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-4813)24WA-4813 | *Employment Data*Talent Strategy |
8/10/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-5169)24WA-5169 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
8/22/2024 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-2534)24WA-2534 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
6/7/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-2681)24WA-2681 | *Forensic Accounting*Accounting*Finance*Auditing |
6/10/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-2155)24WA-2155 | *Leadership*Recognition*Total Rewards*Employee Engagement |
5/28/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-4304)24WA-4304 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
7/25/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-1999)24WA-1999 | *Persuasion*Executive Buy-In*Communication*Leadership |
5/22/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-2171)24WA-2171 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
5/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-2361)24WA-2361 | *Persuasion*Executive Buy-In*Communication*Leadership |
6/4/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-2572)24WA-2572 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
6/8/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-2951)24WA-2951 | *KPIs*Performance measures*Metrics |
6/17/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-3442)24WA-3442 | *Leadership*Recognition*Total Rewards*Employee Engagement |
6/27/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-3238)24WA-3238 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
6/24/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-4719)24WA-4719 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
8/8/2024 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Documentation Methods for Internal Control Processes (Webinar) (24WA-1915)24WA-1915 | *Introduction to Proper Documentation*Responsibilities for Internal Control*Exploring What to Document*Documentation Types, Flowcharts, & Narratives*Policy and Procedures and IC Questions*Risk Control Matrices*Establishing A Defined Documentation Process*Flow Chart Symbols*Other Documentation Maturity Model & Issue Tracker*Other Documentation Testing Processes*Other Documentation Internal Audit Formal Reports & Summary*Proper Documentation |
5/17/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-5031)24WA-5031 | *Recruiting & Retention*Talent Management*Employee Engagement |
8/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-3646)24WA-3646 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
7/3/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-5003)24WA-5003 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
8/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-3740)24WA-3740 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
7/8/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-3608)24WA-3608 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
7/2/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-3288)24WA-3288 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
6/25/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-3473)24WA-3473 | *Accounting*Finance |
6/28/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-4298)24WA-4298 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
7/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (24WA-4372)24WA-4372 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
7/29/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-3035)24WA-3035 | *Ethics*Leadership |
6/19/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-3895)24WA-3895 | *Retaliation protections*Speak up culture*Ethical culture |
7/12/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-1708)24WA-1708 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
5/8/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-2360)24WA-2360 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
6/4/2024 | 6 - 7:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-3728)24WA-3728 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
7/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-2660)24WA-2660 | *civility*ethics |
6/10/2024 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Controller Function: Inventory Part 1 (Webinar) (24WA-4074)24WA-4074 | *Accounting*Finance*Operations |
7/18/2024 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-3452)24WA-3452 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/28/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
When Leadership Fails (Webinar) (24WA-3343)24WA-3343 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
6/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-2665)24WA-2665 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
6/10/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (24WA-5231)24WA-5231 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
8/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-1761)24WA-1761 | *Communications |
5/11/2024 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-1922)24WA-1922 | *Communication |
5/18/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-5036)24WA-5036 | *Communication*Feedback*Management*Leadership |
8/19/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-2785)24WA-2785 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
6/12/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-4437)24WA-4437 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
7/31/2024 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Organizational Effectiveness and Communication (Webinar) (24WA-3626)24WA-3626 | *Communication |
7/3/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-3100)24WA-3100 | *Compensated Absences*Error Corrections*Accounting Changes |
6/20/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-5096)24WA-5096 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
8/21/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Role of HR in Business Sustainability (Webinar) (24WA-2354)24WA-2354 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
6/4/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-4553)24WA-4553 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
8/3/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-4914)24WA-4914 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
8/14/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Managing Through Corporate Politics: The Achilles' Heel of Executing Professional Skepticism (Webinar) (24WA-4644)24WA-4644 | *Defining corporate politics*Impact of corporate politics*Types of corporate politics and remedies*Metaphors of corporate politics*Dispelling myths*The players |
8/6/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-3176)24WA-3176 | *Performance target design*Target testing |
6/22/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-4674)24WA-4674 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
8/7/2024 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-3067)24WA-3067 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
6/19/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-1644)24WA-1644 | *Common Defiencies*DOL*EBPs |
5/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-3577)24WA-3577 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
7/2/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-2145)24WA-2145 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
5/28/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-3085)24WA-3085 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
6/20/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-4243)24WA-4243 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
7/24/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-3704)24WA-3704 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 |
7/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-2772)24WA-2772 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
6/12/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-2822)24WA-2822 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
6/13/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-2682)24WA-2682 | *Forensic Accounting*Accounting*Auditing*Finance |
6/10/2024 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-5134)24WA-5134 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
8/22/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (24WA-4589)24WA-4589 | *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 |
8/5/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-4413)24WA-4413 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
7/30/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-1942)24WA-1942 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
5/20/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-2265)24WA-2265 | *Performance audit standards*Performance audit types*Performance audit objectives |
6/1/2024 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-1949)24WA-1949 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
5/20/2024 | 3 - 3:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-4220)24WA-4220 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
7/23/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 Six Essential Teams Features (Webinar) (24WA-4119)24WA-4119 | *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 |
7/19/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-3158)24WA-3158 | *Sampling*ICFR*Single Audit Sampling |
6/21/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-4706)24WA-4706 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
8/7/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-3992)24WA-3992 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
7/16/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-2980)24WA-2980 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
6/18/2024 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-4345)24WA-4345 | *Independence*Threats*Safeguards |
7/27/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-2332)24WA-2332 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
6/3/2024 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-3135)24WA-3135 | *Networking*Relationship Management |
6/21/2024 | 8 - 10:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-4205)24WA-4205 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
7/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-1924)24WA-1924 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
5/18/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-4106)24WA-4106 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
7/19/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Best Practices And Features (Webinar) (24WA-2460)24WA-2460 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-2573)24WA-2573 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
6/8/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-5182)24WA-5182 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
8/23/2024 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-2862)24WA-2862 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
6/14/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (24WA-4051)24WA-4051 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project |
7/17/2024 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-2065)24WA-2065 | *Reference Rate Reform*LIBOR*SOFR |
5/24/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-3083)24WA-3083 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
6/20/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-1738)24WA-1738 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
5/10/2024 | 3 - 4:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-2653)24WA-2653 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-4812)24WA-4812 | *Accounting*Finance*Procurement*Operations |
8/10/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-1841)24WA-1841 | *Business Management*Organization |
5/14/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-4333)24WA-4333 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
7/26/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-3605)24WA-3605 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
7/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-3042)24WA-3042 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
6/19/2024 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Performance Auditing Made Easy (Webinar) (24WA-1691)24WA-1691 | *Performance audit standards*Performance audit types*Performance audit objectives |
5/8/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's 2023 Advanced Excel (Webinar) (24WA-4587)24WA-4587 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
8/5/2024 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-4330)24WA-4330 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
7/26/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Progressive Management Accounting (Webinar) (24WA-1969)24WA-1969 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
5/21/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-1944)24WA-1944 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
5/20/2024 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-3503)24WA-3503 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
6/29/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-4983)24WA-4983 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
8/16/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-2525)24WA-2525 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-3562)24WA-3562 | *Technology*Cybersecurity |
7/1/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-4930)24WA-4930 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
8/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-3734)24WA-3734 | *Business Management *Organization |
7/8/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-4506)24WA-4506 | *Communication*Public Speaking*Presentation Skills |
8/2/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-2609)24WA-2609 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-2388)24WA-2388 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
6/4/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-3539)24WA-3539 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
6/29/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-2408)24WA-2408 | *Persuasion*Influence |
6/5/2024 | 2 - 4:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-2648)24WA-2648 | *Languages of appreciation*Appreciation strategies |
6/10/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-5123)24WA-5123 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
8/21/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-4219)24WA-4219 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
7/23/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-1871)24WA-1871 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/15/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-2633)24WA-2633 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
6/8/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
S Corporation Preparation, Basis Calculations and Distributions: Form 1120S Schedule K and K-1 Analysis (Webinar) (24WA-5079)24WA-5079 | *Extensive review of the S corporation tax laws with an emphasis on any new legislation *Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1*Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the shareholder's stock and debt basis*Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations*S corporation formation issues under IRC §351*Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P)*Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts |
8/20/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-4596)24WA-4596 | *Internal Controls*Frameworks |
8/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-5064)24WA-5064 | *Feedback |
8/20/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
When Leadership Fails (Webinar) (24WA-1791)24WA-1791 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
5/13/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-3943)24WA-3943 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
7/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-4928)24WA-4928 | *Reference Rate Reform*LIBOR*SOFR |
8/15/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-4043)24WA-4043 | *Accounting and Finance |
7/17/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-1773)24WA-1773 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
5/11/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-2513)24WA-2513 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-1687)24WA-1687 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
5/8/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-2095)24WA-2095 | *Business Management*Organization |
5/25/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-2182)24WA-2182 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
5/29/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-3483)24WA-3483 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
6/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-5175)24WA-5175 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
8/22/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Resolving Ethical Conflicts (Webinar) (24WA-3289)24WA-3289 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
6/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-3026)24WA-3026 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
6/18/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-2069)24WA-2069 | *Quality Management*Risk Assessment*SQMS*Independence |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-4811)24WA-4811 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
8/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-3302)24WA-3302 | *Reference Rate Reform*LIBOR*SOFR |
6/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-4188)24WA-4188 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
7/22/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-3444)24WA-3444 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
6/27/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics: A Line in the Sand - Implications for Daily Business (Webinar) (24WA-2101)24WA-2101 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
5/25/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (24WA-4373)24WA-4373 | *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 |
7/29/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-2451)24WA-2451 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
6/5/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-3179)24WA-3179 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
6/22/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-4361)24WA-4361 | *Communication*Teamwork*Collaboration |
7/29/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-1650)24WA-1650 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
5/6/2024 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology Conference (Virtual) (24CF-TECH)24CF-TECH | |
11/11/2024 | 8 a.m. - 4:30 p.m. | Online | 16 CPE (see agenda) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-2969)24WA-2969 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
6/17/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-3246)24WA-3246 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
6/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-3711)24WA-3711 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
7/6/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-2413)24WA-2413 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
6/5/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-3334)24WA-3334 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
6/25/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-3216)24WA-3216 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
6/22/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ensuring Financial Wellness: The Role of Estate Plans, Wills and Insurance (Webinar) (24WA-3827)24WA-3827 | *Employee retention*Business Exit Planning Insurance*Estate Planning |
7/11/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-4443)24WA-4443 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
7/31/2024 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-3213)24WA-3213 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
6/22/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-3806)24WA-3806 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
7/11/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Anti-Money Laundering Warning Signs and Mitigation Techniques (Webinar) (24WA-5084)24WA-5084 | *Warning signs of money laundering*Legal services*Prevention*AML mitigation methods*Features to look for in AML solutions*Ten things in AML watchlist provider |
8/20/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-4962)24WA-4962 | *Business Management*Organization |
8/16/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-4547)24WA-4547 | *Communications |
8/3/2024 | 10 a.m. - 12:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-4508)24WA-4508 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
8/2/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
S Corporation (Form 1120S) - Formation to Liquidation (Webinar) (24WA-4880)24WA-4880 | *Extensive review of the S corporation tax laws with an emphasis on any new legislative changes*Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)*Fixing late S corporation elections (i.e., Form 2553)*S corporation formation (§351) and liquidation issues*Revocation and termination of S corporations*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Compensation issues including the tax treatment of fringe benefits*Built in gains tax and other planning opportunities when converting a C to S corporation*Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts*Tax treatment of stock redemptions (sale or distribution?) |
8/13/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Real Estate Tax Update (Webinar) (24WA-3064)24WA-3064 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones |
6/19/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-4213)24WA-4213 | *Culture*Trust |
7/23/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-4931)24WA-4931 | *Code of Professional Conduct*Fraud*Professional Skepticism |
8/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-2178)24WA-2178 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
5/29/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-2864)24WA-2864 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
6/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-3270)24WA-3270 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
6/24/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-2821)24WA-2821 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
6/13/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Fraud Risk Management (Webinar) (24WA-3191)24WA-3191 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
6/22/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-3733)24WA-3733 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
7/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-3197)24WA-3197 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
6/22/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-2677)24WA-2677 | *Accounting*Finance |
6/10/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-3616)24WA-3616 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
7/2/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (24WA-4725)24WA-4725 | *Clear Reflection of Income: Really?*The Verification Drill*Tax Ethics and the Conceptual Framework*The Tax Uncertainties Dance (Tax and Financial Reporting)*Cases and Controversies*Blanco v. United States*U.S. v. Fairchild*Conclusion |
8/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
2024 Governmental GAAP Update (Webinar) (24WA-1979)24WA-1979 | *Compensated Absences*Error Corrections*Accounting Changes |
5/21/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-4919)24WA-4919 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
8/15/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-4467)24WA-4467 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
7/31/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-4746)24WA-4746 | *Accounting*Leadership*Management |
8/9/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-4112)24WA-4112 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
7/19/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-2291)24WA-2291 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
6/3/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-3675)24WA-3675 | *Conflicts |
7/5/2024 | 11 a.m. - 2:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-2601)24WA-2601 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
6/8/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Governmental GAAP Update (Webinar) (24WA-1673)24WA-1673 | *Compensated Absences*Error Corrections*Accounting Changes |
5/7/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-3855)24WA-3855 | *Recruiting & Retention*Talent Management*Employee Engagement |
7/11/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-3786)24WA-3786 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
7/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-4124)24WA-4124 | *Accounting*Finance*Financial Statements |
7/19/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-4874)24WA-4874 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
8/13/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-2890)24WA-2890 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
6/15/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-2593)24WA-2593 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Business Consulting for CPAs (Webinar) (24WA-4670)24WA-4670 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
8/7/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-2338)24WA-2338 | *Relationships |
6/4/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-2894)24WA-2894 | *civility*ethics |
6/15/2024 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Foundations for a Strong Internal Audit Department (Webinar) (24WA-4500)24WA-4500 | *Internal audit definition challenges*Independence challenges*Charter challenges*Authority challenges*Actions*Reporting challenges*Introduction to risk-based auditing*Risk-based auditing: steps and understanding*Identifying, responding and concluding on risk*Independence of audit plan*When management says NO |
8/1/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-1730)24WA-1730 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
5/9/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (24WA-4232)24WA-4232 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
7/23/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-3088)24WA-3088 | *Accounting*Leadership*Management |
6/20/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-2737)24WA-2737 | *Financial statement insight*Trend analysis*Financial benchmarks |
6/11/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-5077)24WA-5077 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
8/20/2024 | 11 - 11:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-2689)24WA-2689 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
6/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 QuickBooks for Accountants (Webinar) (24WA-4969)24WA-4969 | *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 |
8/16/2024 | 1 - 8:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-2976)24WA-2976 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
6/18/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-1880)24WA-1880 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
5/16/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-4126)24WA-4126 | *Forensic Accounting*Accounting*Finance*Auditing |
7/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emotional Intelligence (Webinar) (24WA-4312)24WA-4312 | *Emotions*Relationships |
7/26/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-4353)24WA-4353 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
7/27/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-4039)24WA-4039 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
7/17/2024 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-2137)24WA-2137 | *Accounting*Finance |
5/28/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-3105)24WA-3105 | *Accounting*Finance*Financial Statement Preparation |
6/20/2024 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-3752)24WA-3752 | *Information Technology*Cryptocurrency*Blockchain |
7/9/2024 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-2541)24WA-2541 | *Accounting*Finance*Cashflow |
6/7/2024 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-4808)24WA-4808 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
8/10/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-2514)24WA-2514 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Using OneNote More And Email Less (Webinar) (24WA-4370)24WA-4370 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
7/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-3309)24WA-3309 | *Accounting*Finance |
6/25/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
AI and You (Webinar) (24WA-4018)24WA-4018 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
7/16/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-3295)24WA-3295 | *Benford's Law*Digital Analysis*Data analytics |
6/25/2024 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-2057)24WA-2057 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
5/24/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-1645)24WA-1645 | *Audit Evidence*Digital |
5/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-3507)24WA-3507 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
6/29/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-3075)24WA-3075 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
6/20/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-4538)24WA-4538 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
8/2/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-3923)24WA-3923 | *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 |
7/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-4783)24WA-4783 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
8/9/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-3829)24WA-3829 | *Accounting*Sales*Collections |
7/11/2024 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-4647)24WA-4647 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
8/6/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-5136)24WA-5136 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
8/22/2024 | 6 - 6:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices (Webinar) (24WA-4686)24WA-4686 | *Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths.*Overview of the proposed updated FLSA salary regulations*Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor.*Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor. |
8/7/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (24WA-5062)24WA-5062 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
8/19/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-4867)24WA-4867 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
8/13/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-2490)24WA-2490 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-2068)24WA-2068 | *Code of Professional Conduct*Fraud*Professional Skepticism |
5/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-4123)24WA-4123 | *Accounting*Finance*Financial Statements |
7/19/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-3448)24WA-3448 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
6/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-2781)24WA-2781 | *Persuasion*Executive Buy-In*Communication*Leadership |
6/12/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-5027)24WA-5027 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
8/17/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-4758)24WA-4758 | *Group Audits*Quality Management*Less Complex Entities |
8/9/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-4462)24WA-4462 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
7/31/2024 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-4555)24WA-4555 | *Communication*Feedback*Management*Leadership |
8/3/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-2569)24WA-2569 | *Public speaking*Presentation Skills*Communication*Leadership |
6/8/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-2661)24WA-2661 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
6/10/2024 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-3750)24WA-3750 | *ICOC*Compliance Testing*Major Program Determination |
7/9/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-1792)24WA-1792 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
5/13/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-1890)24WA-1890 | *Accounting*Finance |
5/16/2024 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-2903)24WA-2903 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
6/15/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
When Leadership Fails (Webinar) (24WA-2973)24WA-2973 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
6/18/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-2476)24WA-2476 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
6/6/2024 | 6 - 8:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-2507)24WA-2507 | *NAC*CECL |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-1855)24WA-1855 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
5/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-2035)24WA-2035 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
5/23/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-4206)24WA-4206 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
7/22/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-4889)24WA-4889 | *Mental Health Awareness |
8/14/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-4781)24WA-4781 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
8/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-1991)24WA-1991 | *Culture*Trust |
5/22/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-4477)24WA-4477 | *Feedback |
8/1/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-3716)24WA-3716 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
7/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-4009)24WA-4009 | *Cryptocurrency*Ditigal assets |
7/16/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Consulting Services Secrets (Webinar) (24WA-4351)24WA-4351 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
7/27/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-1870)24WA-1870 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-3173)24WA-3173 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
6/22/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Accounting and Attestation for ESG (Webinar) (24WA-3707)24WA-3707 | *ESG*Sustainaibility |
7/6/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-5166)24WA-5166 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
8/22/2024 | 5 - 7 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's 2023 Mastering Advanced Excel Functions (Webinar) (24WA-3958)24WA-3958 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
7/15/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-3394)24WA-3394 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
6/27/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Accounting for Leases (Webinar) (24WA-4073)24WA-4073 | *Accounting*Finance*Financial Statement Preparation |
7/18/2024 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-4185)24WA-4185 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
7/22/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-4548)24WA-4548 | *Presence |
8/3/2024 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-5069)24WA-5069 | *Emotional Intelligence*Communication*Teamwork |
8/20/2024 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-2687)24WA-2687 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
6/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Overview and Implementation of Quality Management Standard (Webinar) (24WA-4085)24WA-4085 | *SQMS No. 1*The new risk assessment process*SAS No. 146*Quality management standards |
7/18/2024 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-4157)24WA-4157 | *Coaching*Effective Communication |
7/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-2466)24WA-2466 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
6/5/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-2516)24WA-2516 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-4355)24WA-4355 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
7/27/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-2812)24WA-2812 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
6/13/2024 | 6 - 6:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-2897)24WA-2897 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
6/15/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-3618)24WA-3618 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
7/2/2024 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (24WA-4968)24WA-4968 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
8/16/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-4513)24WA-4513 | *Fraud*Fraud Triangle |
8/2/2024 | 11 a.m. - 12:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-4138)24WA-4138 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
7/19/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-4789)24WA-4789 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
8/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-2563)24WA-2563 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
6/7/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Identifying and Implementing the Proper Balance of Internal Controls (Webinar) (24WA-4645)24WA-4645 | *Introduction to identifying and implementing the proper balance of internal controls*Concepts, myths and facts of internal controls*Risks vs controls*Typical control types*Understanding controls and why they fail*Framework for controls identification |
8/6/2024 | 8 - 9:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-4238)24WA-4238 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
7/23/2024 | 6 - 8 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-5152)24WA-5152 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
8/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Documentation Methods for Internal Control Processes (Webinar) (24WA-2425)24WA-2425 | *Introduction to Proper Documentation*Responsibilities for Internal Control*Exploring What to Document*Documentation Types, Flowcharts, & Narratives*Policy and Procedures and IC Questions*Risk Control Matrices*Establishing A Defined Documentation Process*Flow Chart Symbols*Other Documentation Maturity Model & Issue Tracker*Other Documentation Testing Processes*Other Documentation Internal Audit Formal Reports & Summary*Proper Documentation |
6/5/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-2564)24WA-2564 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
6/7/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-1781)24WA-1781 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
5/11/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-3093)24WA-3093 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
6/20/2024 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-3518)24WA-3518 | *FRF for SMEs*Quality Management*Private Company Council |
6/29/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-4757)24WA-4757 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
8/9/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-4591)24WA-4591 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
8/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-5094)24WA-5094 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
8/21/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (24WA-3959)24WA-3959 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
7/15/2024 | 2 - 9:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-2342)24WA-2342 | *Leadership |
6/4/2024 | 6 - 7:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-2210)24WA-2210 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
5/30/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-2643)24WA-2643 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-1838)24WA-1838 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
5/14/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-3263)24WA-3263 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
6/24/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-1796)24WA-1796 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
5/13/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-1970)24WA-1970 | *Mental Health Awareness |
5/21/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-4526)24WA-4526 | *Forensic Accounting*Accounting*Auditing*Finance |
8/2/2024 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-4631)24WA-4631 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
8/6/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-2421)24WA-2421 | *civility*ethics |
6/5/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-4369)24WA-4369 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
7/29/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Paperless Office (Webinar) (24WA-4301)24WA-4301 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
7/25/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-3599)24WA-3599 | *Forensic Accounting*Accounting*Auditing*Finance |
7/2/2024 | 1 - 2:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-2732)24WA-2732 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
6/11/2024 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Appreciation Intelligence: The New AI (Webinar) (24WA-4863)24WA-4863 | *Languages of appreciation*Appreciation strategies |
8/13/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-3154)24WA-3154 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/21/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-2106)24WA-2106 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
5/27/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-2819)24WA-2819 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-2629)24WA-2629 | *Internal Controls*Walkthroughs*Documentation |
6/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-4971)24WA-4971 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
8/16/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-4521)24WA-4521 | *Accounting*Finance |
8/2/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-2318)24WA-2318 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
6/3/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-2109)24WA-2109 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
5/28/2024 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-3171)24WA-3171 | *Communication*Teamwork*Collaboration |
6/22/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-3790)24WA-3790 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 |
7/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-3521)24WA-3521 | *Accounting*Finance*Procurement |
6/29/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-2331)24WA-2331 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
6/3/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-4251)24WA-4251 | *ICOC*Compliance Testing*Major Program Determination |
7/24/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-4979)24WA-4979 | *Sampling*ICFR*Single Audit Sampling |
8/16/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-2760)24WA-2760 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
6/11/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-4357)24WA-4357 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
7/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-2881)24WA-2881 | *Feedback |
6/15/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (24WA-4406)24WA-4406 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers |
7/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-2589)24WA-2589 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
6/8/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-4226)24WA-4226 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
7/23/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-4139)24WA-4139 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
7/19/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-2880)24WA-2880 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-2089)24WA-2089 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
5/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-1739)24WA-1739 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
5/10/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-4773)24WA-4773 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
8/9/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-2281)24WA-2281 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
6/1/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's 2023 Now Is The Time to Automate (Webinar) (24WA-4678)24WA-4678 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
8/7/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-2186)24WA-2186 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
5/29/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Understanding Your Ransomware Risk (Webinar) (24WA-3669)24WA-3669 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
7/4/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-4650)24WA-4650 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
8/6/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-3534)24WA-3534 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
6/29/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-4668)24WA-4668 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
8/7/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-3104)24WA-3104 | *Accounting*Finance*Procurement*Inventory |
6/20/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-1657)24WA-1657 | *Communications |
5/7/2024 | 12 - 2:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (24WA-1876)24WA-1876 | *Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
5/16/2024 | 8:30 - 10:45 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-2899)24WA-2899 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
6/15/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-3315)24WA-3315 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
6/25/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-3828)24WA-3828 | *Accounting*Finance*Auditing*Business Development |
7/11/2024 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-2274)24WA-2274 | *Cryptocurrency*Ditigal assets |
6/1/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-2160)24WA-2160 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
5/28/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Tactical Cash Management (Webinar) (24WA-2729)24WA-2729 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
6/11/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-4061)24WA-4061 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
7/18/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-3797)24WA-3797 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
7/10/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-3972)24WA-3972 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
7/15/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-4129)24WA-4129 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
7/19/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-4667)24WA-4667 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
8/7/2024 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-5214)24WA-5214 | *Internal Controls*Walkthroughs*Documentation |
8/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Accounting Solutions Mid-Market (Webinar) (24WA-4447)24WA-4447 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
7/31/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-4127)24WA-4127 | *Forensic Accounting*Accounting*Auditing*Finance |
7/19/2024 | 3 - 4:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3999)24WA-3999 | *Technology*Cybersecurity |
7/16/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-4189)24WA-4189 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
7/22/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (24WA-2405)24WA-2405 | *Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
6/5/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-3545)24WA-3545 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
7/1/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (24WA-1720)24WA-1720 | *Clear Reflection of Income: Really?*The Verification Drill*Tax Ethics and the Conceptual Framework*The Tax Uncertainties Dance (Tax and Financial Reporting)*Cases and Controversies*Blanco v. United States*U.S. v. Fairchild*Conclusion |
5/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-2034)24WA-2034 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
5/23/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-4912)24WA-4912 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
8/14/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-3143)24WA-3143 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/21/2024 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-2970)24WA-2970 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
6/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-5088)24WA-5088 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
8/20/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Professional Skepticism for the Public Accountant (Webinar) (24WA-2751)24WA-2751 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
6/11/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-2130)24WA-2130 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
5/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-1902)24WA-1902 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
5/16/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-3109)24WA-3109 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
6/20/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-3942)24WA-3942 | *Communication*Relationship-building*Active listening*Public speaking |
7/15/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-3416)24WA-3416 | *Forensic Accounting*Accounting*Auditing*Finance |
6/27/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-4998)24WA-4998 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
8/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-4932)24WA-4932 | *Quality Management*Risk Assessment*SQMS*Independence |
8/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-4562)24WA-4562 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
8/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-1663)24WA-1663 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
5/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-2350)24WA-2350 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
6/4/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-2698)24WA-2698 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
6/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-4172)24WA-4172 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
7/20/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-2993)24WA-2993 | *Remote workforce*Employee retention*Staff turnover |
6/18/2024 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
ACPEN Signature 2024: Governmental Accounting and Auditing Update (Webinar) (24WA-4266)24WA-4266 | *GASB Pronouncements*Single Audit Issues*Yellow Book Issues*Audit Issues*Federal Funding Challenges |
7/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-3457)24WA-3457 | *Inventory accounting*GAAP*Methods for dealing with variances |
6/28/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-3169)24WA-3169 | *Networking*Relationship Management |
6/22/2024 | 9 - 11:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Ethics - A Line in the Sand. Implications for Daily Business (Webinar) (24WA-2369)24WA-2369 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
6/4/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-2925)24WA-2925 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
6/15/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-2568)24WA-2568 | *Communications |
6/8/2024 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-1845)24WA-1845 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
5/14/2024 | 5 - 9:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Accounting for Leases (Webinar) (24WA-4833)24WA-4833 | *Accounting*Finance*Financial Statement Preparation |
8/12/2024 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-2005)24WA-2005 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
5/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-4592)24WA-4592 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/5/2024 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-3087)24WA-3087 | *Business Management *Organization |
6/20/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Excel Best Practices And Features (Webinar) (24WA-3935)24WA-3935 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
7/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-5128)24WA-5128 | *Persuasion*Influence |
8/22/2024 | 6 - 8:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-3458)24WA-3458 | *Competitive bids*Achieving target profitability |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-1722)24WA-1722 | *Preparation*Compilation*Review |
5/9/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-3298)24WA-3298 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
6/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-1784)24WA-1784 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
5/11/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-2080)24WA-2080 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-5157)24WA-5157 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
8/22/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-2961)24WA-2961 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
6/17/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-2957)24WA-2957 | *Performance metrics*Budgets |
6/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-2686)24WA-2686 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
6/10/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-4292)24WA-4292 | *Preparation*Compilation*Review |
7/25/2024 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-4684)24WA-4684 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
8/7/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-2779)24WA-2779 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
6/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-4439)24WA-4439 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
7/31/2024 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-2502)24WA-2502 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (24WA-4862)24WA-4862 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
8/12/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-4554)24WA-4554 | *Communication*Leadership*Character*Behavior |
8/3/2024 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-1901)24WA-1901 | *Recruiting & Retention*Talent Management*Employee Engagement |
5/16/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-3995)24WA-3995 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
7/16/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-2299)24WA-2299 | *Leadership*Personality Types*Communication*Memory |
6/3/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-2116)24WA-2116 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
5/28/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-1813)24WA-1813 | *Accounting*Finance |
5/13/2024 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-3233)24WA-3233 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
6/22/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-3731)24WA-3731 | *Persuasion*Executive Buy-In*Communication*Leadership |
7/8/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-1623)24WA-1623 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/4/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Professional Skepticism for the Public Accountant (Webinar) (24WA-2208)24WA-2208 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
5/30/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-4275)24WA-4275 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
7/25/2024 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-2173)24WA-2173 | *Accounting*Finance*Cash Investments |
5/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-3227)24WA-3227 | *Risk Assessment*Common Deficiencies |
6/22/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-4849)24WA-4849 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
8/12/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-4125)24WA-4125 | *Accounting*Finance |
7/19/2024 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-1912)24WA-1912 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
5/17/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-4423)24WA-4423 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
7/30/2024 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-5067)24WA-5067 | *Leadership |
8/20/2024 | 12 - 1:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Emotional Intelligence (Webinar) (24WA-2836)24WA-2836 | *Emotions*Relationships |
6/14/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-3226)24WA-3226 | *Risk Assessment*Internal Controls*Common Deficiencies |
6/22/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-4575)24WA-4575 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
8/5/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Yellow Book: From Beginning to End (Webinar) (24WA-4826)24WA-4826 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
8/12/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-1630)24WA-1630 | *Culture*Trust |
5/6/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-3905)24WA-3905 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
7/13/2024 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-1993)24WA-1993 | *Communications |
5/22/2024 | 12 - 2:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-4911)24WA-4911 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
8/14/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-3636)24WA-3636 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
7/3/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-4995)24WA-4995 | *Languages of appreciation*Appreciation strategies |
8/17/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-4256)24WA-4256 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
7/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-3570)24WA-3570 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
7/1/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-3698)24WA-3698 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
7/5/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-3136)24WA-3136 | *Persuasion*Influence |
6/21/2024 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-2716)24WA-2716 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
6/11/2024 | 5 - 6:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-2857)24WA-2857 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
6/14/2024 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-4488)24WA-4488 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
8/1/2024 | 6 - 7:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-3885)24WA-3885 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
7/12/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-4192)24WA-4192 | *Corporate culture*Strategic planning*Leadership*Staff development |
7/22/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-4994)24WA-4994 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
8/17/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Risk Assessment and Internal Control (Webinar) (24WA-2076)24WA-2076 | *Risk Assessment*Internal Controls*Common Deficiencies |
5/24/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (24WA-3643)24WA-3643 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
7/3/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-4595)24WA-4595 | *Independence*Threats*Safeguards |
8/5/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-2986)24WA-2986 | *Communication*Feedback*Management*Leadership |
6/18/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (24WA-3408)24WA-3408 | *Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of an activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under §1402 |
6/27/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-4837)24WA-4837 | *Accounting*Finance*Procurement |
8/12/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-3228)24WA-3228 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
6/22/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-4033)24WA-4033 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
7/17/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-2938)24WA-2938 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
6/15/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-1764)24WA-1764 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
5/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-1635)24WA-1635 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
5/6/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-1907)24WA-1907 | *Communication*Leadership*Character*Behavior |
5/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-2805)24WA-2805 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
6/13/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-3239)24WA-3239 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
6/24/2024 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-2315)24WA-2315 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
6/3/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-2675)24WA-2675 | *Quality Management*Risk Assessment*SQMS*Independence |
6/10/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-4879)24WA-4879 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations |
8/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Excel Best Practices (Webinar) (24WA-4823)24WA-4823 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
8/12/2024 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-4861)24WA-4861 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
8/12/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-2077)24WA-2077 | *Risk Assessment*Common Deficiencies |
5/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-4858)24WA-4858 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
8/12/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-4375)24WA-4375 | *Reference Rate Reform*LIBOR*SOFR |
7/29/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-5082)24WA-5082 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
8/20/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-2042)24WA-2042 | *Risk Assessment*Internal Controls*COSO |
5/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-4788)24WA-4788 | *Team dynamics*Influence*Organizational behavior*Leadership |
8/10/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-3396)24WA-3396 | *Financial statement insight*Trend analysis*Financial benchmarks |
6/27/2024 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-2588)24WA-2588 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
6/8/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Anti-Money Laundering Warning Signs and Mitigation Techniques (Webinar) (24WA-2748)24WA-2748 | *Warning signs of money laundering*Legal services*Prevention*AML mitigation methods*Features to look for in AML solutions*Ten things in AML watchlist provider |
6/11/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emotional Intelligence (Webinar) (24WA-3029)24WA-3029 | *Emotions*Relationships |
6/19/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-3866)24WA-3866 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
7/12/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Business Valuation Fundamentals (Webinar) (24WA-1865)24WA-1865 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
5/15/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-3061)24WA-3061 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
6/19/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-1898)24WA-1898 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
5/16/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-2623)24WA-2623 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
6/8/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-1828)24WA-1828 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
5/14/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-3221)24WA-3221 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
6/22/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Relationship Between Ethics, Morality, and the Law (Webinar) (24WA-3123)24WA-3123 | *Meaning of morality and ethics*The variation*Distinguishing factors*Theories of Jonathan Haidt*Milgram experiment*Authoritarian behavior and ethics*Ethical authority?*Conflicts |
6/20/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-4421)24WA-4421 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
7/30/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-2419)24WA-2419 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
6/5/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-1885)24WA-1885 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
5/16/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Emotional Intelligence (Webinar) (24WA-4955)24WA-4955 | *Emotions*Relationships |
8/16/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-3445)24WA-3445 | *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 |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Business Tax Update for Industry (Webinar) (24WA-3615)24WA-3615 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
7/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-4032)24WA-4032 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
7/17/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-4261)24WA-4261 | *Accounting*Finance |
7/24/2024 | 11 a.m. - 12:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-2288)24WA-2288 | *Communication*Feedback*Management*Leadership |
6/3/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-5208)24WA-5208 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
8/23/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-5167)24WA-5167 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
8/22/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-3830)24WA-3830 | *Accounting*Finance |
7/11/2024 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-3045)24WA-3045 | *Financial statement insight*Trend analysis*Financial benchmarks |
6/19/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-4128)24WA-4128 | *Forensic Accounting*Accounting*Auditing*Finance |
7/19/2024 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-2272)24WA-2272 | *Documentation*Deficiencies |
6/1/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-4231)24WA-4231 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
7/23/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-2450)24WA-2450 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
6/5/2024 | 10 - 10:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-5086)24WA-5086 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
8/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-3541)24WA-3541 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
6/29/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-2001)24WA-2001 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
5/22/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-4196)24WA-4196 | *Accounting*Finance*Auditing*Business Development |
7/22/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-4080)24WA-4080 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
7/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-2449)24WA-2449 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/5/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-4395)24WA-4395 | *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 |
7/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-4012)24WA-4012 | *CECL*NAC*Independence |
7/16/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-1965)24WA-1965 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
5/21/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Coaching Skills That Improve Performance (Webinar) (24WA-3090)24WA-3090 | *Coaching*Effective Communication |
6/20/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-2392)24WA-2392 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
6/4/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-2340)24WA-2340 | *negotiation |
6/4/2024 | 6 - 7:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-4478)24WA-4478 | *negotiation |
8/1/2024 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-4865)24WA-4865 | *Team dynamics*Influence*Organizational behavior*Leadership |
8/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-4666)24WA-4666 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
8/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-4363)24WA-4363 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
7/29/2024 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-1702)24WA-1702 | *Code of Federal Regulation*Procurement*Federal Funds |
5/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-2328)24WA-2328 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
6/3/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-2049)24WA-2049 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
5/23/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-2018)24WA-2018 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
5/22/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2269)24WA-2269 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/1/2024 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-3896)24WA-3896 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
7/12/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-5026)24WA-5026 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
8/17/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-4340)24WA-4340 | *Mental Health Awareness |
7/27/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-1842)24WA-1842 | *Business Management*Organization |
5/14/2024 | 5 - 8:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-4204)24WA-4204 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
7/22/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (24WA-5194)24WA-5194 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
8/23/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-4799)24WA-4799 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
8/10/2024 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Progressive Management Accounting (Webinar) (24WA-2647)24WA-2647 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
6/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (24WA-4194)24WA-4194 | *The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion |
7/22/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-4535)24WA-4535 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
8/2/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-3455)24WA-3455 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
6/28/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-4669)24WA-4669 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
8/7/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-3182)24WA-3182 | *Ethics*Leadership |
6/22/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Cash Management: Day to Day Best Practices (Webinar) (24WA-2032)24WA-2032 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash? *Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-3554)24WA-3554 | *Communication*Feedback*Management*Leadership |
7/1/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-5161)24WA-5161 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
8/22/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-4044)24WA-4044 | *Accounting*Finance |
7/17/2024 | 9 - 10:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-3076)24WA-3076 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
6/20/2024 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-2345)24WA-2345 | *Team dynamics*Influence*Organizational behavior*Leadership |
6/4/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-4845)24WA-4845 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
8/12/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-3465)24WA-3465 | *Business Management*Organization |
6/28/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-5010)24WA-5010 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
8/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-2473)24WA-2473 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
6/6/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-4170)24WA-4170 | *Forensic Accounting*Accounting*Finance*Auditing |
7/20/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-2519)24WA-2519 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
6/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-3854)24WA-3854 | *Leadership*Recognition*Total Rewards*Employee Engagement |
7/11/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-3514)24WA-3514 | *Risk Assessment*Internal Controls*SAS 145 |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-3823)24WA-3823 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
7/11/2024 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-4981)24WA-4981 | *NAC*CECL*Leases |
8/16/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-1672)24WA-1672 | *ESG*Sustainaibility |
5/7/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-4787)24WA-4787 | *Public speaking*Presentation Skills*Communication*Leadership |
8/10/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-4959)24WA-4959 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
8/16/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-1750)24WA-1750 | *Coaching*Effective Communication |
5/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-2143)24WA-2143 | *Forensic Accounting*Accounting*Auditing*Finance |
5/28/2024 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-4459)24WA-4459 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations |
7/31/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-1998)24WA-1998 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
5/22/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-5095)24WA-5095 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
8/21/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-3160)24WA-3160 | *NAC*CECL*Leases |
6/21/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Introduction To Excel Macros (Webinar) (24WA-4923)24WA-4923 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
8/15/2024 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-3919)24WA-3919 | *Accounting*Finance*Cashflow |
7/13/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Relationship Between Ethics, Morality, and the Law (Webinar) (24WA-3840)24WA-3840 | *Meaning of morality and ethics*The variation*Distinguishing factors*Theories of Jonathan Haidt*Milgram experiment*Authoritarian behavior and ethics*Ethical authority?*Conflicts |
7/11/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Drive Results with Metrics (Webinar) (24WA-2662)24WA-2662 | *Performance metrics*Budgets |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Ten Must Know Features In Excel (Webinar) (24WA-3871)24WA-3871 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
7/12/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-1834)24WA-1834 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
5/14/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (24WA-5060)24WA-5060 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues |
8/19/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-4380)24WA-4380 | *Code of Professional Conduct*Fraud*Professional Skepticism |
7/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-4065)24WA-4065 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
7/18/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-4996)24WA-4996 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
8/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-4970)24WA-4970 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
8/16/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-2146)24WA-2146 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
5/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Anti-Money Laundering Warning Signs and Mitigation Techniques (Webinar) (24WA-3976)24WA-3976 | *Warning signs of money laundering*Legal services*Prevention*AML mitigation methods*Features to look for in AML solutions*Ten things in AML watchlist provider |
7/15/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-5177)24WA-5177 | *Team dynamics*Influence*Organizational behavior*Leadership |
8/23/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3366)24WA-3366 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The New AICPA Statements on Standards for Tax Services (Webinar) (24WA-3267)24WA-3267 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities |
6/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-3164)24WA-3164 | *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 |
6/21/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-4207)24WA-4207 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
7/22/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-2228)24WA-2228 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
5/31/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-2856)24WA-2856 | *Coaching*Effective Communication |
6/14/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-1963)24WA-1963 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
5/20/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Accounting Shootout (Webinar) (24WA-4463)24WA-4463 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
7/31/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-4557)24WA-4557 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/3/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-2945)24WA-2945 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
6/15/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-3096)24WA-3096 | *Documentation*Deficiencies |
6/20/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-2638)24WA-2638 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
6/8/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Advanced Excel (Webinar) (24WA-3913)24WA-3913 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
7/13/2024 | 12 - 7:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-5017)24WA-5017 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
8/17/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-2226)24WA-2226 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
5/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-1873)24WA-1873 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-5098)24WA-5098 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/21/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-1795)24WA-1795 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
5/13/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-4107)24WA-4107 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
7/19/2024 | 3 - 4:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-3162)24WA-3162 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
6/21/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
S Corporation (Form 1120S) - Formation to Liquidation (Webinar) (24WA-4007)24WA-4007 | *Extensive review of the S corporation tax laws with an emphasis on any new legislative changes*Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)*Fixing late S corporation elections (i.e., Form 2553)*S corporation formation (§351) and liquidation issues*Revocation and termination of S corporations*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Compensation issues including the tax treatment of fringe benefits*Built in gains tax and other planning opportunities when converting a C to S corporation*Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts*Tax treatment of stock redemptions (sale or distribution?) |
7/16/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-4689)24WA-4689 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
8/7/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-1685)24WA-1685 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
5/8/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-4223)24WA-4223 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
7/23/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fraud Evaluations: A Guide for The Compliance Professional (Webinar) (24WA-4003)24WA-4003 | *Psychology Dynamics*COSO and Fraud*Fraud Theories*Opportunity Considerations*Added Dimensions*COSO Considerations*Control Environment Principles*Determining Internal Audit's Role*Understand the Business*Auditors and the IPPF*When Management Objects & Potential Steps |
7/16/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-4141)24WA-4141 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
7/19/2024 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-4943)24WA-4943 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
8/15/2024 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-3621)24WA-3621 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
7/2/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-2302)24WA-2302 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
6/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-4744)24WA-4744 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
8/9/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-3543)24WA-3543 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
6/29/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-2191)24WA-2191 | *Fraud*Fraud Triangle |
5/30/2024 | 11 a.m. - 12:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-3333)24WA-3333 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
6/25/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-3311)24WA-3311 | *Accounting and Finance |
6/25/2024 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-4658)24WA-4658 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
8/6/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-4770)24WA-4770 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
8/9/2024 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-3650)24WA-3650 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
7/3/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-5204)24WA-5204 | *Accounting*Finance*Financial Statement Preparation |
8/23/2024 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-2432)24WA-2432 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/5/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-4348)24WA-4348 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations |
7/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (24WA-3755)24WA-3755 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
7/9/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
AI and You (Webinar) (24WA-3529)24WA-3529 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
6/29/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
ESOPs as a Succession Strategy (Webinar) (24WA-2545)24WA-2545 | *Succession Planning*Employee Benefits*Tax Advantages |
6/7/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-3243)24WA-3243 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
6/24/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-1800)24WA-1800 | *Technology*Cybersecurity |
5/13/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-2902)24WA-2902 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
6/15/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (24WA-3801)24WA-3801 | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update |
7/10/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-4796)24WA-4796 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
8/10/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-3692)24WA-3692 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
7/5/2024 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-2975)24WA-2975 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
6/18/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-2028)24WA-2028 | *Conflicts |
5/23/2024 | 11 a.m. - 2:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-2362)24WA-2362 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
6/4/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-2142)24WA-2142 | *Forensic Accounting*Accounting*Auditing*Finance |
5/28/2024 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-4100)24WA-4100 | *Team dynamics*Influence*Organizational behavior*Leadership |
7/19/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Speaking for Impact (Webinar) (24WA-2054)24WA-2054 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
5/24/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-2811)24WA-2811 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
6/13/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-4303)24WA-4303 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
7/25/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-3024)24WA-3024 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-3990)24WA-3990 | *Public speaking*Presentation Skills*Communication*Leadership |
7/16/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-3722)24WA-3722 | *Communications |
7/8/2024 | 2 - 4:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-4121)24WA-4121 | *Accounting*Finance*SG*Operations |
7/19/2024 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-5099)24WA-5099 | *Financial statement insight*Trend analysis*Financial benchmarks |
8/21/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-3327)24WA-3327 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
6/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The New AICPA Statements on Standards for Tax Services (Webinar) (24WA-4776)24WA-4776 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities |
8/9/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-3081)24WA-3081 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
6/20/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-3492)24WA-3492 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-4723)24WA-4723 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
8/8/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (24WA-4680)24WA-4680 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
8/7/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-3833)24WA-3833 | *Forensic Accounting*Accounting*Auditing*Finance |
7/11/2024 | 6 - 7:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-3610)24WA-3610 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
7/2/2024 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-3271)24WA-3271 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
6/24/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-3411)24WA-3411 | *Risk Assessment*Internal Controls*COSO |
6/27/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-2188)24WA-2188 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
5/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-5211)24WA-5211 | *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 |
8/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-4986)24WA-4986 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
8/16/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Understanding Your Ransomware Risk (Webinar) (24WA-3874)24WA-3874 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
7/12/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-2922)24WA-2922 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
6/15/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (24WA-4008)24WA-4008 | *Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of an activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under §1402 |
7/16/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-3194)24WA-3194 | *Internal Controls Over Compliance*Compliance*Single Audits |
6/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-4364)24WA-4364 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
7/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-4273)24WA-4273 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
7/24/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-1906)24WA-1906 | *Communication*Leadership*Character*Behavior |
5/17/2024 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-3450)24WA-3450 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
6/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-1964)24WA-1964 | *Accounting*Finance*Procurement*Operations |
5/20/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-3009)24WA-3009 | *Business Management*Organization |
6/18/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-2412)24WA-2412 | *Conflicts |
6/5/2024 | 12 - 3:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-4870)24WA-4870 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
8/13/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-1994)24WA-1994 | *Communication*Relationship-building*Active listening*Public speaking |
5/22/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-2985)24WA-2985 | *Communication*Leadership*Character*Behavior |
6/18/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-4854)24WA-4854 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
8/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-4743)24WA-4743 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
8/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Devious Ethics: Dealing with Snakes in Suits (Webinar) (24WA-1973)24WA-1973 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
5/21/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-5178)24WA-5178 | *Communication*Teamwork*Collaboration |
8/23/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-2344)24WA-2344 | *Public speaking*Presentation Skills*Communication*Leadership |
6/4/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-3434)24WA-3434 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
6/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-3861)24WA-3861 | *Ethics*Leadership |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-1940)24WA-1940 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
5/20/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-3607)24WA-3607 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
7/2/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-1751)24WA-1751 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
5/10/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-4356)24WA-4356 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
7/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-2709)24WA-2709 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
6/11/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-3846)24WA-3846 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
7/11/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Deep Dive into Quality Management (Webinar) (24WA-3248)24WA-3248 | *Quality Management*Risk Assessment*SQMS |
6/24/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-3155)24WA-3155 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
6/21/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-4323)24WA-4323 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
7/26/2024 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating A Coaching Culture in Your Company (Webinar) (24WA-2566)24WA-2566 | *What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
6/8/2024 | 9 - 11:55 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-4082)24WA-4082 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
7/18/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-4183)24WA-4183 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
7/22/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-4909)24WA-4909 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
8/14/2024 | 1 - 4:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-4072)24WA-4072 | *Quality Management*Risk Assessment*SQMS*Independence |
7/18/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-4543)24WA-4543 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
8/2/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3509)24WA-3509 | *Technology*Cybersecurity |
6/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-5074)24WA-5074 | *Persuasion*Executive Buy-In*Communication*Leadership |
8/20/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-4346)24WA-4346 | *Auditing*COSO 2013 Update |
7/27/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-3525)24WA-3525 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
6/29/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-2767)24WA-2767 | *Communications |
6/12/2024 | 10 a.m. - 12:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-2652)24WA-2652 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/10/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-4809)24WA-4809 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
8/10/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-4154)24WA-4154 | *Business Management *Organization |
7/20/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-2193)24WA-2193 | *GAGAS*Yellow Book*Independence |
5/30/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Yellow Book Ethics (Webinar) (24WA-3515)24WA-3515 | *GAGAS*Yellow Book*Independence |
6/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Consulting Services Secrets (Webinar) (24WA-4604)24WA-4604 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
8/5/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-4257)24WA-4257 | *Accounting*Finance*Auditing |
7/24/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-4252)24WA-4252 | *Common Defiencies*DOL*EBPs |
7/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-3852)24WA-3852 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
7/11/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-1943)24WA-1943 | *KPIs*Performance measures*Metrics |
5/20/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-3025)24WA-3025 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
6/18/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-5081)24WA-5081 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
8/20/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-2168)24WA-2168 | *Forensic Accounting*Accounting*Auditing*Finance |
5/29/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-2317)24WA-2317 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
6/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-4098)24WA-4098 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
7/18/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-3209)24WA-3209 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
6/22/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-2503)24WA-2503 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
6/6/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-5176)24WA-5176 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
8/22/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-3799)24WA-3799 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
7/10/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-2382)24WA-2382 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
6/4/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-2190)24WA-2190 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
5/30/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-1816)24WA-1816 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
5/13/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-3757)24WA-3757 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
7/9/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-3036)24WA-3036 | *civility*ethics |
6/19/2024 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-2203)24WA-2203 | *Accounting and Finance |
5/30/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-3834)24WA-3834 | *Forensic Accounting*Accounting*Auditing*Finance |
7/11/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-2499)24WA-2499 | *Quality Management*Risk Assessment*SQMS |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-3903)24WA-3903 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
7/13/2024 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-3939)24WA-3939 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
7/13/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-4696)24WA-4696 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
8/7/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-3313)24WA-3313 | *Forensic Accounting*Accounting*Auditing*Finance |
6/25/2024 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-1633)24WA-1633 | *Emotional Intelligence*Communication*Teamwork |
5/6/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-3614)24WA-3614 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
7/2/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-3619)24WA-3619 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
7/2/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-2624)24WA-2624 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
6/8/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-5119)24WA-5119 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues |
8/21/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-2491)24WA-2491 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
6/6/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-4409)24WA-4409 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
7/29/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-3199)24WA-3199 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
6/22/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 OneDrive's Best Practices (Webinar) (24WA-4679)24WA-4679 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
8/7/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-2212)24WA-2212 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
5/30/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-3293)24WA-3293 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
6/25/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-3779)24WA-3779 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
7/10/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-5097)24WA-5097 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
8/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-2159)24WA-2159 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
5/28/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-5199)24WA-5199 | *Sampling*Monetary Unit Sampling |
8/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-2264)24WA-2264 | *Persuasion*Executive Buy-In*Communication*Leadership |
6/1/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-4741)24WA-4741 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
8/9/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
ESOPs as a Succession Strategy (Webinar) (24WA-4081)24WA-4081 | *Succession Planning*Employee Benefits*Tax Advantages |
7/18/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-2477)24WA-2477 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
6/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-4336)24WA-4336 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
7/26/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-4374)24WA-4374 | *Internal Controls Over Compliance*Compliance*Single Audits |
7/29/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-2721)24WA-2721 | *KPIs*Performance measures*Metrics |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-2512)24WA-2512 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
6/6/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-2666)24WA-2666 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
6/10/2024 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-2063)24WA-2063 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
5/24/2024 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-5001)24WA-5001 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
8/17/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-5071)24WA-5071 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
8/20/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-3526)24WA-3526 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/29/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-3991)24WA-3991 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
7/16/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-5189)24WA-5189 | *Independence*Threats*Safeguards |
8/23/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-2053)24WA-2053 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
5/24/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-2396)24WA-2396 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
K2's Effective Automation and Outsourcing (Webinar) (24WA-2627)24WA-2627 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
6/8/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-1714)24WA-1714 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
5/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (24WA-3853)24WA-3853 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
7/11/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-2230)24WA-2230 | *Ethics*Leadership |
5/31/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-2876)24WA-2876 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
6/14/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-4964)24WA-4964 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
8/16/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-2398)24WA-2398 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
6/4/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-3130)24WA-3130 | *Feedback |
6/21/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-3877)24WA-3877 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
7/12/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-3321)24WA-3321 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
6/25/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-1810)24WA-1810 | *Accounting*Finance |
5/13/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
ACPEN Signature 2024: Governmental Accounting and Auditing Update (Webinar) (24WA-4694)24WA-4694 | *GASB Pronouncements*Single Audit Issues*Yellow Book Issues*Audit Issues*Federal Funding Challenges |
8/7/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-3048)24WA-3048 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/19/2024 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-2465)24WA-2465 | *Employment Data*Talent Strategy |
6/5/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-4754)24WA-4754 | *Audit Evidence*Digital |
8/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-4572)24WA-4572 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
8/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-2483)24WA-2483 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
6/6/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-2946)24WA-2946 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
6/17/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-3165)24WA-3165 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/21/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-3398)24WA-3398 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
6/27/2024 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-1671)24WA-1671 | *Cryptocurrency*Ditigal assets |
5/7/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-4545)24WA-4545 | *Networking*Relationship Management |
8/3/2024 | 2 - 4:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-3865)24WA-3865 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
7/12/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-3606)24WA-3606 | *Forensic Accounting*Accounting*Auditing*Finance |
7/2/2024 | 3 - 4:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-1794)24WA-1794 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
5/13/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-1799)24WA-1799 | *Technology*Cybersecurity |
5/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-4111)24WA-4111 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
7/19/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-4239)24WA-4239 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
7/23/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-1648)24WA-1648 | *Group Audits*Quality Management*Less Complex Entities |
5/6/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-3240)24WA-3240 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
6/24/2024 | 3 - 4:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-3059)24WA-3059 | *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 |
6/19/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-5053)24WA-5053 | *Accounting*Sales*Collections |
8/19/2024 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-2175)24WA-2175 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
5/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-4685)24WA-4685 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
8/7/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-2224)24WA-2224 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
5/30/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Internal Control Fundamentals (Webinar) (24WA-3826)24WA-3826 | *Risk Assessment*Internal Controls*COSO |
7/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-2636)24WA-2636 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
6/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-1619)24WA-1619 | *Communications |
5/4/2024 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (24WA-3914)24WA-3914 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
7/13/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-3624)24WA-3624 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
7/3/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-3413)24WA-3413 | *Accounting*Sales*Collections |
6/27/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-2061)24WA-2061 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
5/24/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-4732)24WA-4732 | *Accounting*Finance*Cashflow |
8/8/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-3686)24WA-3686 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
7/5/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-2720)24WA-2720 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
6/11/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-1697)24WA-1697 | *Independence*Threats*Safeguards |
5/8/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Crypto, Blockchain and Taxes (Webinar) (24WA-2283)24WA-2283 | *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 |
6/1/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-1856)24WA-1856 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
5/15/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-4761)24WA-4761 | *Accounting*Finance*Auditing |
8/9/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-3112)24WA-3112 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
6/20/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2'S 2023 Top Ten Outlook Tips (Webinar) (24WA-3873)24WA-3873 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
7/12/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-4734)24WA-4734 | *Forensic Accounting*Accounting*Auditing*Finance |
8/8/2024 | 3 - 4:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-3079)24WA-3079 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/20/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
AI and You (Webinar) (24WA-2389)24WA-2389 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
6/4/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-4407)24WA-4407 | *Leadership*Recognition*Total Rewards*Employee Engagement |
7/29/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-3144)24WA-3144 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
6/21/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (24WA-5159)24WA-5159 | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update |
8/22/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-4288)24WA-4288 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
7/25/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Identifying and Implementing the Proper Balance of Internal Controls (Webinar) (24WA-3839)24WA-3839 | *Introduction to identifying and implementing the proper balance of internal controls*Concepts, myths and facts of internal controls*Risks vs controls*Typical control types*Understanding controls and why they fail*Framework for controls identification |
7/11/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-1959)24WA-1959 | *Accounting*Finance*Procurement |
5/20/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-4400)24WA-4400 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
7/29/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-3262)24WA-3262 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
6/24/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-2417)24WA-2417 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/5/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-2755)24WA-2755 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
6/11/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-4168)24WA-4168 | *Accounting and Finance |
7/20/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-3364)24WA-3364 | *Technology*Cybersecurity |
6/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-3579)24WA-3579 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
7/2/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-3929)24WA-3929 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
7/13/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-2955)24WA-2955 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
6/17/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-5019)24WA-5019 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
8/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-4093)24WA-4093 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
7/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (24WA-4692)24WA-4692 | *Preventing malpractice claims related to nonattest accounting services *Identifying and safeguarding independence threats when issuing attest reports *Establishing an understanding with the client regarding non-audit services *Defining the varying levels of responsibility for accountants performing non-audit services *Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations *Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters *Common issues related to peer reviews, including recurring reporting problems *Applying financial analysis best practices to help your clients better interpret their financial results |
8/7/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-2043)24WA-2043 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
5/23/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-3429)24WA-3429 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
6/27/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-2799)24WA-2799 | *Presence |
6/13/2024 | 6 - 8:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-2505)24WA-2505 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
6/6/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-4263)24WA-4263 | *Forensic Accounting*Accounting*Auditing*Finance |
7/24/2024 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-2376)24WA-2376 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
6/4/2024 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-3736)24WA-3736 | *Leadership*Personality Types*Communication*Memory |
7/8/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Excel Essentials For Staff Accountants (Webinar) (24WA-4825)24WA-4825 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks |
8/12/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-3891)24WA-3891 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-2501)24WA-2501 | *Internal Controls*Frameworks |
6/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-2022)24WA-2022 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
5/22/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-4221)24WA-4221 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
7/23/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-2235)24WA-2235 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
5/31/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emotional Intelligence (Webinar) (24WA-3670)24WA-3670 | *Emotions*Relationships |
7/5/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-1927)24WA-1927 | *Remote workforce*Employee retention*Staff turnover |
5/18/2024 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-3884)24WA-3884 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
7/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-3392)24WA-3392 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
6/27/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-3505)24WA-3505 | *Competitive bids*Achieving target profitability |
6/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-4999)24WA-4999 | *Communication |
8/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-4167)24WA-4167 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
7/20/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-4735)24WA-4735 | *Forensic Accounting*Accounting*Auditing*Finance |
8/8/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-2289)24WA-2289 | *Communication*Public Speaking*Presentation Skills |
6/3/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-2640)24WA-2640 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
6/8/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-4771)24WA-4771 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
8/9/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-2723)24WA-2723 | *Social Security*Retirement*Asset allocation*Fraud |
6/11/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Relationship Between Ethics, Morality, and the Law (Webinar) (24WA-2552)24WA-2552 | *Meaning of morality and ethics*The variation*Distinguishing factors*Theories of Jonathan Haidt*Milgram experiment*Authoritarian behavior and ethics*Ethical authority?*Conflicts |
6/7/2024 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-4096)24WA-4096 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
7/18/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-2871)24WA-2871 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
6/14/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-2407)24WA-2407 | *Networking*Relationship Management |
6/5/2024 | 12 - 2:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-2918)24WA-2918 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
6/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-4712)24WA-4712 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
8/8/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Federal Tax Update: Individual and Business Current Developments (Webinar) (24WA-5049)24WA-5049 | *Discuss the most recent individual and business income tax legislation passed to date*Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules*Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses*Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)*Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)*Walk through the NEW final required minimum distribution (RMD) regulations*Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes |
8/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-2336)24WA-2336 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
6/3/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-4740)24WA-4740 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
8/9/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-4335)24WA-4335 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
7/26/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-2115)24WA-2115 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
5/28/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-3882)24WA-3882 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
7/12/2024 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Internal Controls - Why They Are Important (Webinar) (24WA-4002)24WA-4002 | *Internal Control History*COSO Internal Control Framework*Types of Internal Controls*Are Internal Controls Infallible?*Who is Responsible for Internal Controls?*Why Document Controls? |
7/16/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-1889)24WA-1889 | *Accounting*Sales*Collections |
5/16/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-1874)24WA-1874 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
5/15/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-3916)24WA-3916 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
7/13/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-3530)24WA-3530 | *Accounting*Finance*Cash Investments |
6/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-2030)24WA-2030 | *Change management*Leadership |
5/23/2024 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-3188)24WA-3188 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
6/22/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-4440)24WA-4440 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
7/31/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices (Webinar) (24WA-2380)24WA-2380 | *Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths.*Overview of the proposed updated FLSA salary regulations*Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor.*Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor. |
6/4/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-5156)24WA-5156 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
8/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-2559)24WA-2559 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
6/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-4208)24WA-4208 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
7/22/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-5011)24WA-5011 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
8/17/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-1975)24WA-1975 | *Business Management*Hybrid work options |
5/21/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-2096)24WA-2096 | *Business Management*Organization |
5/25/2024 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Consulting Services Secrets (Webinar) (24WA-2508)24WA-2508 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
6/6/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-4537)24WA-4537 | *Forensic Accounting*Accounting*Auditing*Finance |
8/2/2024 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-4683)24WA-4683 | *Business management*Organization |
8/7/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-4228)24WA-4228 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
7/23/2024 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-4934)24WA-4934 | *Accounting*Finance |
8/15/2024 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-2927)24WA-2927 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
6/15/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-5087)24WA-5087 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
8/20/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-4873)24WA-4873 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
8/13/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-4466)24WA-4466 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
7/31/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-2717)24WA-2717 | *Communication*Feedback*Management*Leadership |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-1860)24WA-1860 | *Performance metrics*Budgets |
5/15/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-2414)24WA-2414 | *Change management*Leadership |
6/5/2024 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
K2'S 2023 Top Ten Outlook Tips (Webinar) (24WA-3668)24WA-3668 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
7/4/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-2701)24WA-2701 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
6/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-4937)24WA-4937 | *Accounting*Finance |
8/15/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-1953)24WA-1953 | *Coaching*Effective Communication |
5/20/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-3126)24WA-3126 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
6/20/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-3190)24WA-3190 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
6/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-2437)24WA-2437 | *CECL*NAC*Independence |
6/5/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-4276)24WA-4276 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
7/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-2533)24WA-2533 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
6/7/2024 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-2947)24WA-2947 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
6/17/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-1929)24WA-1929 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
5/18/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Financial Accounting for Related Party Transactions (Webinar) (24WA-2023)24WA-2023 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
5/22/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-3705)24WA-3705 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues |
7/6/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-2316)24WA-2316 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
6/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-4632)24WA-4632 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
8/6/2024 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-4445)24WA-4445 | *Information Technology*Cryptocurrency*Blockchain |
7/31/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-4904)24WA-4904 | *SAS 145*Risk Assessment*Internal Controls |
8/14/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-5018)24WA-5018 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
8/17/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-4324)24WA-4324 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
7/26/2024 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-2059)24WA-2059 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
5/24/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-2523)24WA-2523 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
6/6/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-2217)24WA-2217 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
5/30/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-3284)24WA-3284 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
6/25/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-3456)24WA-3456 | *Performance metrics*Budgets |
6/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-4019)24WA-4019 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
7/16/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-3883)24WA-3883 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
7/12/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-3139)24WA-3139 | *Conflicts |
6/21/2024 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-3131)24WA-3131 | *negotiation |
6/21/2024 | 1 - 2:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-3377)24WA-3377 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-5155)24WA-5155 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
8/22/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices And Features (Webinar) (24WA-5216)24WA-5216 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
8/23/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-2223)24WA-2223 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
5/30/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-2989)24WA-2989 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
6/18/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-2273)24WA-2273 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
6/1/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1634)24WA-1634 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/6/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-2949)24WA-2949 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
6/17/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-4869)24WA-4869 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
8/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-3195)24WA-3195 | *Reference Rate Reform*LIBOR*SOFR |
6/22/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-3847)24WA-3847 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
7/11/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Microsoft Teams (Webinar) (24WA-4453)24WA-4453 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
7/31/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-3680)24WA-3680 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
7/5/2024 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-4581)24WA-4581 | *Diversity*Inclusion*Generations*Leadership*Engagement |
8/5/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Relationship Between Ethics, Morality, and the Law (Webinar) (24WA-1711)24WA-1711 | *Meaning of morality and ethics*The variation*Distinguishing factors*Theories of Jonathan Haidt*Milgram experiment*Authoritarian behavior and ethics*Ethical authority?*Conflicts |
5/8/2024 | 8 - 9:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-1821)24WA-1821 | *Retaliation protections*Speak up culture*Ethical culture |
5/13/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Benefits and Best Practices for Telework (Webinar) (24WA-2430)24WA-2430 | *Business Management*Hybrid work options |
6/5/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-4707)24WA-4707 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
8/7/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-4507)24WA-4507 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
8/2/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-2372)24WA-2372 | *Code of Federal Regulation*Procurement*Federal Funds |
6/4/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-3063)24WA-3063 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
6/19/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-2017)24WA-2017 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
5/22/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3001)24WA-3001 | *Technology*Cybersecurity |
6/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-3256)24WA-3256 | *NAC*CECL |
6/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-4603)24WA-4603 | *NAC*CECL |
8/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-2220)24WA-2220 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
5/30/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-2916)24WA-2916 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/15/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-3462)24WA-3462 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
6/28/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-4866)24WA-4866 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
8/13/2024 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-2825)24WA-2825 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
6/13/2024 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-2060)24WA-2060 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
5/24/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-3041)24WA-3041 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
6/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Financial Acumen for the HR Professional (Webinar) (24WA-4442)24WA-4442 | *Financial statement insight*Trend analysis*Financial benchmarks |
7/31/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-2458)24WA-2458 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
6/5/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-4484)24WA-4484 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
8/1/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Successful Family Business (Webinar) (24WA-4013)24WA-4013 | *Business management*Organization |
7/16/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-1771)24WA-1771 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
5/11/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-1803)24WA-1803 | *GAGAS*Yellow Book*Independence |
5/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-2960)24WA-2960 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
6/17/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-3292)24WA-3292 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
6/25/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Managing the Accounting Department (Webinar) (24WA-4155)24WA-4155 | *Accounting*Leadership*Management |
7/20/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-2529)24WA-2529 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
6/7/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-2200)24WA-2200 | *Accounting*Finance*Auditing |
5/30/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-5075)24WA-5075 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
8/20/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-3814)24WA-3814 | *Business Management*Organization |
7/11/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-2236)24WA-2236 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
5/31/2024 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-4087)24WA-4087 | *Risk Assessment*Internal Controls*Common Deficiencies |
7/18/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-2948)24WA-2948 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
6/17/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-4819)24WA-4819 | *Documentation*Deficiencies |
8/12/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-4987)24WA-4987 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
8/16/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-4564)24WA-4564 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
8/3/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-2584)24WA-2584 | *Communication*Leadership*Character*Behavior |
6/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-2929)24WA-2929 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
6/15/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices And Features (Webinar) (24WA-3167)24WA-3167 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
6/21/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-2560)24WA-2560 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
6/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-1768)24WA-1768 | *KPIs*Performance measures*Metrics |
5/11/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-4859)24WA-4859 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
8/12/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-3868)24WA-3868 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
7/12/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-5038)24WA-5038 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
8/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-4760)24WA-4760 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
8/9/2024 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-2995)24WA-2995 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
6/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-3146)24WA-3146 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
6/21/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-1676)24WA-1676 | *Accounting*Finance |
5/7/2024 | 5 - 6:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's 2023 Next Generation Excel Reporting (Webinar) (24WA-4458)24WA-4458 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
7/31/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-5171)24WA-5171 | *Recruiting & Retention*Talent Management*Employee Engagement |
8/22/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-1622)24WA-1622 | *Competitive bids*Achieving target profitability |
5/4/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-3352)24WA-3352 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
6/26/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-4961)24WA-4961 | *Business Management*Organization |
8/16/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-3326)24WA-3326 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
6/25/2024 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Creating A Coaching Culture in Your Company (Webinar) (24WA-3384)24WA-3384 | *What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
6/27/2024 | 11:30 a.m. - 2:25 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-2793)24WA-2793 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/12/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-2942)24WA-2942 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
6/15/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-3671)24WA-3671 | *Networking*Relationship Management |
7/5/2024 | 10 a.m. - 12:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-3632)24WA-3632 | *Remote workforce*Employee retention*Staff turnover |
7/3/2024 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-4102)24WA-4102 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
7/19/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-4702)24WA-4702 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
8/7/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-4656)24WA-4656 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
8/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-2932)24WA-2932 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
6/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-3911)24WA-3911 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
7/13/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-3630)24WA-3630 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
7/3/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-3986)24WA-3986 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
7/15/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-2870)24WA-2870 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
6/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-4461)24WA-4461 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
7/31/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-2556)24WA-2556 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
6/7/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-1939)24WA-1939 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
5/20/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-1620)24WA-1620 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
5/4/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Paperless Office (Webinar) (24WA-3888)24WA-3888 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
7/12/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-1686)24WA-1686 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/8/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Real Estate Tax Update (Webinar) (24WA-4615)24WA-4615 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones |
8/5/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-3780)24WA-3780 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
7/10/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Accounting and Auditing Update (Webinar) (24WA-4378)24WA-4378 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
7/29/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-5173)24WA-5173 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
8/22/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Shortcuts to Personal and Professional Success (Webinar) (24WA-1670)24WA-1670 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
5/7/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-2377)24WA-2377 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
6/4/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (24WA-4452)24WA-4452 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
7/31/2024 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-4804)24WA-4804 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
8/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-3198)24WA-3198 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/22/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-2783)24WA-2783 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
6/12/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-4041)24WA-4041 | *Accounting*Finance |
7/17/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-2435)24WA-2435 | *ESG*Sustainaibility |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-2256)24WA-2256 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
6/1/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (24WA-4977)24WA-4977 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes *Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and §704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions -- cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*§754 optional basis adjustments and mandatory adjustments |
8/16/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-2129)24WA-2129 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
5/28/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-2824)24WA-2824 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
6/13/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-5174)24WA-5174 | *Retaliation protections*Speak up culture*Ethical culture |
8/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-3078)24WA-3078 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
6/20/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-5104)24WA-5104 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
8/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-2761)24WA-2761 | *Mental Health Awareness |
6/12/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-2267)24WA-2267 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
6/1/2024 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-4408)24WA-4408 | *Recruiting & Retention*Talent Management*Employee Engagement |
7/29/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-3354)24WA-3354 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
6/26/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-3793)24WA-3793 | *Sampling*ICFR*Single Audit Sampling |
7/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cyber Audit: Risks and IT Controls (Webinar) (24WA-5163)24WA-5163 | *Current Cybersecurity and Risk Trends*Key Mitigating Controls*Common Audit Findings*Monitoring*Reference -- NIST CSF and AICPA |
8/22/2024 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Next Generation Excel Reporting (Webinar) (24WA-3760)24WA-3760 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
7/9/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-2896)24WA-2896 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
6/15/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit and Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements (Webinar) (24WA-4643)24WA-4643 | *Applying professional skepticism to ensure quality work*Meaningful risk assessment when designing work programs for various levels of services*Proper planning and supervision of all engagements*Accountant responsibilities for evaluating internal control*Strengthening analytic procedures to support conclusions*Complying with the Code of Professional Conduct and quality management standards |
8/6/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-4198)24WA-4198 | *Accounting*Finance |
7/22/2024 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-2352)24WA-2352 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
6/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (24WA-4209)24WA-4209 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
7/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (24WA-1626)24WA-1626 | *Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
5/6/2024 | 12:30 - 2:25 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-3072)24WA-3072 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
6/20/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-1775)24WA-1775 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
5/11/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-3471)24WA-3471 | *Accounting*Finance*Financial Statements |
6/28/2024 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-3261)24WA-3261 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
6/24/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-5050)24WA-5050 | *Group Audits*Quality Management*Less Complex Entities |
8/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-4794)24WA-4794 | *Technology*Cybersecurity |
8/10/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-2530)24WA-2530 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
6/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-2094)24WA-2094 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
5/25/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-4747)24WA-4747 | *Leadership*Personality Types*Communication*Memory |
8/9/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Yellow Book: From Beginning to End (Webinar) (24WA-3821)24WA-3821 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
7/11/2024 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-1696)24WA-1696 | *ICOC*Compliance Testing*Major Program Determination |
5/8/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-4550)24WA-4550 | *Conflicts |
8/3/2024 | 2 - 5:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-5139)24WA-5139 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
8/22/2024 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-4906)24WA-4906 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
8/14/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-2768)24WA-2768 | *Emotional Intelligence*Communication*Teamwork |
6/12/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-2974)24WA-2974 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
6/18/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-2013)24WA-2013 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
5/22/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-4071)24WA-4071 | *Code of Professional Conduct*Fraud*Professional Skepticism |
7/18/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-2544)24WA-2544 | *Forensic Accounting*Accounting*Auditing*Finance |
6/7/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-3522)24WA-3522 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
6/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-3602)24WA-3602 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
7/2/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-2603)24WA-2603 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
6/8/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Communication Skills for CPAs (Webinar) (24WA-2691)24WA-2691 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
6/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-3424)24WA-3424 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
6/27/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-3815)24WA-3815 | *Business Management*Organization |
7/11/2024 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-3553)24WA-3553 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
7/1/2024 | 3 - 4:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-2305)24WA-2305 | *Accounting*Finance*Operations |
6/3/2024 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-2464)24WA-2464 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
6/5/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-2247)24WA-2247 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
6/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-4200)24WA-4200 | *Forensic Accounting*Accounting*Auditing*Finance |
7/22/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-4527)24WA-4527 | *Forensic Accounting*Accounting*Auditing*Finance |
8/2/2024 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-2924)24WA-2924 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
6/15/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-2107)24WA-2107 | *Communication*Teamwork*Collaboration |
5/28/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-5125)24WA-5125 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
8/21/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-3938)24WA-3938 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
7/13/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-4365)24WA-4365 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
7/29/2024 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-5113)24WA-5113 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
8/21/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-4737)24WA-4737 | *Accounting*Finance*Cash Investments |
8/8/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Essentials: Review and Update (Webinar) (24WA-3219)24WA-3219 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions |
6/22/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-3841)24WA-3841 | *Accounting*Finance*Cash Investments |
7/11/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-4485)24WA-4485 | *Persuasion*Executive Buy-In*Communication*Leadership |
8/1/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-3620)24WA-3620 | *Employment Data*Talent Strategy |
7/2/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-4750)24WA-4750 | *Benford's Law*Digital Analysis*Data analytics |
8/9/2024 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2784)24WA-2784 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/12/2024 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Creating A Coaching Culture in Your Company (Webinar) (24WA-1877)24WA-1877 | *What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
5/16/2024 | 11:30 a.m. - 2:25 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (24WA-4448)24WA-4448 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
7/31/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-2610)24WA-2610 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
6/8/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
S Corporation (Form 1120S) - Formation to Liquidation (Webinar) (24WA-3097)24WA-3097 | *Extensive review of the S corporation tax laws with an emphasis on any new legislative changes*Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)*Fixing late S corporation elections (i.e., Form 2553)*S corporation formation (§351) and liquidation issues*Revocation and termination of S corporations*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Compensation issues including the tax treatment of fringe benefits*Built in gains tax and other planning opportunities when converting a C to S corporation*Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts*Tax treatment of stock redemptions (sale or distribution?) |
6/20/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-3908)24WA-3908 | *Diversity*Inclusion*Generations*Leadership*Engagement |
7/13/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-3148)24WA-3148 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
6/21/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-3324)24WA-3324 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
6/25/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-4233)24WA-4233 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
7/23/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-1758)24WA-1758 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
5/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-1632)24WA-1632 | *Communications |
5/6/2024 | 10 a.m. - 12:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-4847)24WA-4847 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
8/12/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-3482)24WA-3482 | *Retaliation protections*Speak up culture*Ethical culture |
6/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-3040)24WA-3040 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
6/19/2024 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-3004)24WA-3004 | *Technology*Cybersecurity |
6/18/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-1659)24WA-1659 | *Conflicts |
5/7/2024 | 5 - 8:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-3520)24WA-3520 | *Leases*Topic 842*Recognition & Measurement |
6/29/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-2670)24WA-2670 | *Internal Controls Over Compliance*Compliance*Single Audits |
6/10/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-5162)24WA-5162 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
8/22/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-3798)24WA-3798 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
7/10/2024 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-1977)24WA-1977 | *Cryptocurrency*Ditigal assets |
5/21/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-4150)24WA-4150 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
7/20/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-3205)24WA-3205 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
6/22/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-5190)24WA-5190 | *Auditing*COSO 2013 Update |
8/23/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-3101)24WA-3101 | *CECL*NAC*Independence |
6/20/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-5012)24WA-5012 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
8/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-1788)24WA-1788 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
5/11/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-3342)24WA-3342 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-1937)24WA-1937 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
5/20/2024 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-5234)24WA-5234 | *Independence*Threats*Safeguards |
8/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Best-In-Class Recruiting Strategies (Webinar) (24WA-4709)24WA-4709 | *Recruiting & Retention*Talent Management*Employee Engagement |
8/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (24WA-4922)24WA-4922 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel |
8/15/2024 | 12 - 7:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-2239)24WA-2239 | *Accounting*Finance*Procurement*Inventory |
5/31/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-3237)24WA-3237 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
6/24/2024 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-1789)24WA-1789 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
5/11/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-2401)24WA-2401 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
6/4/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-1840)24WA-1840 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
5/14/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-4434)24WA-4434 | *NAC*CECL*Leases |
7/30/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-3178)24WA-3178 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
6/22/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-4724)24WA-4724 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
8/8/2024 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Advanced Collaboration Solutions (Webinar) (24WA-3114)24WA-3114 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
6/20/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-4480)24WA-4480 | *Leadership |
8/1/2024 | 10 - 11:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-2826)24WA-2826 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
6/13/2024 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-1960)24WA-1960 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
5/20/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-4560)24WA-4560 | *Technology*Cybersecurity |
8/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-3014)24WA-3014 | *Auditing*COSO 2013 Update |
6/18/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-2808)24WA-2808 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
6/13/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-3475)24WA-3475 | *Forensic Accounting*Accounting*Auditing*Finance |
6/28/2024 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3745)24WA-3745 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
7/9/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-3687)24WA-3687 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
7/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-4520)24WA-4520 | *Accounting*Finance*SG*Operations |
8/2/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (24WA-1759)24WA-1759 | *Quality Management Standards*Risk Management*Compliance and Adoption |
5/10/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-2745)24WA-2745 | *NAC*CECL*Leases |
6/11/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-2889)24WA-2889 | *Communication*Public Speaking*Presentation Skills |
6/15/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-3406)24WA-3406 | *Auditing*COSO 2013 Update |
6/27/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-2752)24WA-2752 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
6/11/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-1776)24WA-1776 | *Internal Controls Over Compliance*Compliance*Single Audits |
5/11/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-3338)24WA-3338 | *Risk Assessment*Common Deficiencies |
6/25/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-3649)24WA-3649 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
7/3/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-2090)24WA-2090 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
5/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-3223)24WA-3223 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
6/22/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-1743)24WA-1743 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
5/10/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-3472)24WA-3472 | *Accounting*Finance*Financial Statements |
6/28/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Business Tax Update for Industry (Webinar) (24WA-2935)24WA-2935 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-2521)24WA-2521 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
6/6/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-2635)24WA-2635 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
6/8/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-3783)24WA-3783 | *Benford's Law*Digital Analysis*Data analytics |
7/10/2024 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-4921)24WA-4921 | *Communication*Relationship-building*Active listening*Public speaking |
8/15/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (24WA-4739)24WA-4739 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers |
8/8/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-1985)24WA-1985 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/21/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-3268)24WA-3268 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
6/24/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-2868)24WA-2868 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
6/14/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-2174)24WA-2174 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
5/29/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-3030)24WA-3030 | *Communication*Relationship-building*Active listening*Public speaking |
6/19/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-4872)24WA-4872 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
8/13/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Foundations for a Strong Internal Audit Department (Webinar) (24WA-3767)24WA-3767 | *Internal audit definition challenges*Independence challenges*Charter challenges*Authority challenges*Actions*Reporting challenges*Introduction to risk-based auditing*Risk-based auditing: steps and understanding*Identifying, responding and concluding on risk*Independence of audit plan*When management says NO |
7/9/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-2931)24WA-2931 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
6/15/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-3332)24WA-3332 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
6/25/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-3382)24WA-3382 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
6/27/2024 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-3355)24WA-3355 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
6/26/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-3259)24WA-3259 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
6/24/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-3504)24WA-3504 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
6/29/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-4063)24WA-4063 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
7/18/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-1825)24WA-1825 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
5/14/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-4764)24WA-4764 | *Accounting and Finance |
8/9/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-4672)24WA-4672 | *Business Management*Organization |
8/7/2024 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-4389)24WA-4389 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
7/29/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-2901)24WA-2901 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-2575)24WA-2575 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
6/8/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-2092)24WA-2092 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
5/25/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-2637)24WA-2637 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
6/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-3631)24WA-3631 | *Social Security*Retirement*Asset allocation*Fraud |
7/3/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-2848)24WA-2848 | *Diversity*Inclusion*Generations*Leadership*Engagement |
6/14/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-3542)24WA-3542 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-3189)24WA-3189 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Now Is The Time to Automate (Webinar) (24WA-5227)24WA-5227 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
8/24/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-2557)24WA-2557 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
6/7/2024 | 4 - 5:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-1755)24WA-1755 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
5/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-2594)24WA-2594 | *Technology*Cybersecurity |
6/8/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-3893)24WA-3893 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
7/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-3725)24WA-3725 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
7/8/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-2279)24WA-2279 | *Accounting*Finance*Auditing |
6/1/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-1859)24WA-1859 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
5/15/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-4829)24WA-4829 | *Cryptocurrency*Ditigal assets |
8/12/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-3487)24WA-3487 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
6/28/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-3659)24WA-3659 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
7/3/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 Top PDF Features You Should Know (Webinar) (24WA-3759)24WA-3759 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
7/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-3325)24WA-3325 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
6/25/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-4648)24WA-4648 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
8/6/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-5213)24WA-5213 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
8/23/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-1824)24WA-1824 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
5/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-5008)24WA-5008 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
8/17/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's Small Business Accounting Shootout (Webinar) (24WA-4944)24WA-4944 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
8/15/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-1862)24WA-1862 | *Competitive bids*Achieving target profitability |
5/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 990 Blind Spots and Hot Buttons (Webinar) (24WA-2739)24WA-2739 | *Form 990 overview*Common Form 990 Core Form Errors*Overview of the 16 Schedules |
6/11/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-2132)24WA-2132 | *NAC*CECL |
5/28/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-2614)24WA-2614 | *SAS 145*Risk Assessment*Internal Controls |
6/8/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-3941)24WA-3941 | *Leadership*Recognition*Total Rewards*Employee Engagement |
7/13/2024 | 9:15 - 10:15 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
S Corporation Essentials: Review and Update (Webinar) (24WA-3688)24WA-3688 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions |
7/5/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Business Tax Update for Industry (Webinar) (24WA-4857)24WA-4857 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
8/12/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-3850)24WA-3850 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
7/11/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-1852)24WA-1852 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
5/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-1689)24WA-1689 | *civility*ethics |
5/8/2024 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-3811)24WA-3811 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
7/11/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-2047)24WA-2047 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
5/23/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-2064)24WA-2064 | *Internal Controls Over Compliance*Compliance*Single Audits |
5/24/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-4841)24WA-4841 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
8/12/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-4767)24WA-4767 | *Forensic Accounting*Accounting*Auditing*Finance |
8/9/2024 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-3822)24WA-3822 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
7/11/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-2156)24WA-2156 | *Recruiting & Retention*Talent Management*Employee Engagement |
5/28/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-3857)24WA-3857 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
7/12/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-4388)24WA-4388 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
7/29/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-4629)24WA-4629 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
8/6/2024 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-3788)24WA-3788 | *Risk Assessment*Internal Controls*SAS 145 |
7/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-5046)24WA-5046 | *Audit Evidence*Digital |
8/19/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-4011)24WA-4011 | *Compensated Absences*Error Corrections*Accounting Changes |
7/16/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-4665)24WA-4665 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
8/7/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-5015)24WA-5015 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
8/17/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-4605)24WA-4605 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
8/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-3469)24WA-3469 | *Accounting*Finance*SG*Operations |
6/28/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-1888)24WA-1888 | *Accounting*Finance*Auditing*Business Development |
5/16/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-4431)24WA-4431 | *NOCLAR*529 Plans*Recently Issued Interpretations |
7/30/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Financial Statement Fraud (Webinar) (24WA-2270)24WA-2270 | *Financial statement fraud |
6/1/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-3856)24WA-3856 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
7/11/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-3969)24WA-3969 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
7/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (24WA-5217)24WA-5217 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
8/23/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-2818)24WA-2818 | *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 |
6/13/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-2730)24WA-2730 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
6/11/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3077)24WA-3077 | *Technology*Cybersecurity |
6/20/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics in Today's World and Practical Application Tips (Webinar) (24WA-3977)24WA-3977 | *Explore a time-line of business ethical issues and understand the "why's around their occurrence"*Evaluate ethical theories*Explore risk factors for identifying ethical situations*Practical tips for profiling and dealing with ethical culture*Practice you knowledge with real-life ethical scenarios |
7/15/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-2757)24WA-2757 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
6/11/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-1766)24WA-1766 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
5/11/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-3989)24WA-3989 | *Languages of appreciation*Appreciation strategies |
7/16/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-2796)24WA-2796 | *Networking*Relationship Management |
6/13/2024 | 6 - 8:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-3490)24WA-3490 | *Communications |
6/29/2024 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-3301)24WA-3301 | *Internal Controls Over Compliance*Compliance*Single Audits |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-3151)24WA-3151 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/21/2024 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-1831)24WA-1831 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
5/14/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (24WA-3864)24WA-3864 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? |
7/12/2024 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-3128)24WA-3128 | *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 |
6/20/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-2245)24WA-2245 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
5/31/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-1681)24WA-1681 | *Forensic Accounting*Accounting*Auditing*Finance |
5/7/2024 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-2100)24WA-2100 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
5/25/2024 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-2618)24WA-2618 | *Accounting*Finance*Procurement*Inventory |
6/8/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-2734)24WA-2734 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
6/11/2024 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-3906)24WA-3906 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
7/13/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-4152)24WA-4152 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
7/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-2511)24WA-2511 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-4567)24WA-4567 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
8/3/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-4390)24WA-4390 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
7/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Microsoft Teams (Webinar) (24WA-4926)24WA-4926 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
8/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-2858)24WA-2858 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/14/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-2621)24WA-2621 | *Accounting*Finance |
6/8/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Accounting Solutions Mid-Market (Webinar) (24WA-4967)24WA-4967 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
8/16/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-3973)24WA-3973 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
7/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-2700)24WA-2700 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
6/10/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-5202)24WA-5202 | *Accounting*Finance*Operations |
8/23/2024 | 11 p.m. - 12:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-4076)24WA-4076 | *Accounting*Finance*Financial Statement Preparation |
7/18/2024 | 11 p.m. - 1:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-4718)24WA-4718 | *civility*ethics |
8/8/2024 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-2364)24WA-2364 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
6/4/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-3700)24WA-3700 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
7/5/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Keys to Maintaining Objectivity and Professional Skepticism (Webinar) (24WA-2391)24WA-2391 | *Introduction to maintaining objectivity and professional skepticism*Objectivity vs. independence*Techniques to ensure independence*How objective are you?*Objectivity actions |
6/4/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-4529)24WA-4529 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
8/2/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Forgotten Managerial Accounting Tools (Webinar) (24WA-3927)24WA-3927 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
7/13/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-3593)24WA-3593 | *Accounting*Finance*SG*Operations |
7/2/2024 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-4850)24WA-4850 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
8/12/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-4055)24WA-4055 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
7/17/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-4774)24WA-4774 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
8/9/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-1712)24WA-1712 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
5/9/2024 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Measuring Audit Risks (Webinar) (24WA-1762)24WA-1762 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
5/11/2024 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
K2's 2023 Excel PivotTables for Accountants (Webinar) (24WA-3280)24WA-3280 | *Creating PivotTable Reports*PivotTables using grouping techniques*Data Models *Consolidation PivotTables *Power Pivot and Slicers*GETPIVOTDATA function |
6/25/2024 | 5 p.m. - 12:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-4222)24WA-4222 | *Persuasion*Executive Buy-In*Communication*Leadership |
7/23/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-4687)24WA-4687 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
8/7/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Real Estate Tax Update (Webinar) (24WA-3691)24WA-3691 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones |
7/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-4691)24WA-4691 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
8/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-4907)24WA-4907 | *Sampling*Monetary Unit Sampling |
8/14/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-2253)24WA-2253 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
6/1/2024 | 10 - 11:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-4314)24WA-4314 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
7/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-4137)24WA-4137 | *Forensic Accounting*Accounting*Auditing*Finance |
7/19/2024 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
K2's 2023 Excel PivotTables for Accountants (Webinar) (24WA-1763)24WA-1763 | *Creating PivotTable Reports*PivotTables using grouping techniques*Data Models *Consolidation PivotTables *Power Pivot and Slicers*GETPIVOTDATA function |
5/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-4015)24WA-4015 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
7/16/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 The Digital Home (Webinar) (24WA-3872)24WA-3872 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
7/12/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-4329)24WA-4329 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
7/26/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Partnership Essentials: Review and Update (Webinar) (24WA-3769)24WA-3769 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts |
7/9/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-2837)24WA-2837 | *Team dynamics*Influence*Organizational behavior*Leadership |
6/14/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-5032)24WA-5032 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
8/19/2024 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-2084)24WA-2084 | *Presence |
5/25/2024 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-4328)24WA-4328 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
7/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-4775)24WA-4775 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
8/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-4037)24WA-4037 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
7/17/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-2339)24WA-2339 | *Feedback |
6/4/2024 | 6 - 7:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-4056)24WA-4056 | *Communication*Leadership*Character*Behavior |
7/18/2024 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-3985)24WA-3985 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
7/15/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-1667)24WA-1667 | *Business Management*Hybrid work options |
5/7/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-3651)24WA-3651 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
7/3/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-2577)24WA-2577 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-3965)24WA-3965 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues |
7/15/2024 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-3172)24WA-3172 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
6/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-2847)24WA-2847 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
6/14/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-3084)24WA-3084 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
6/20/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-4895)24WA-4895 | *Performance metrics*Budgets |
8/14/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-3635)24WA-3635 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
7/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-2753)24WA-2753 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
6/11/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-2542)24WA-2542 | *Forensic Accounting*Accounting*Auditing*Finance |
6/7/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-2489)24WA-2489 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
6/6/2024 | 11 a.m. - 2:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-2554)24WA-2554 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
6/7/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-2540)24WA-2540 | *Accounting*Finance |
6/7/2024 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-3022)24WA-3022 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
6/18/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-3403)24WA-3403 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/27/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (24WA-3385)24WA-3385 | *Character definition*Critical character attributes*Character self-awareness*Additional character identification techniques*Trust definitions*Waves of trust*Four cores of trust*Toxic trust and antibiotics |
6/27/2024 | 3:30 - 5:40 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-4742)24WA-4742 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
8/9/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-4097)24WA-4097 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
7/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-3537)24WA-3537 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
6/29/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-1836)24WA-1836 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
5/14/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-1733)24WA-1733 | *Communication*Teamwork*Collaboration |
5/10/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-2114)24WA-2114 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
5/28/2024 | 6 - 8 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-5024)24WA-5024 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates |
8/17/2024 | 11 p.m. - 3 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-1858)24WA-1858 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
5/15/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-4122)24WA-4122 | *Accounting*Finance |
7/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-4556)24WA-4556 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
8/3/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-4339)24WA-4339 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
7/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-1719)24WA-1719 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
5/9/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-2347)24WA-2347 | *Emotional Intelligence*Communication*Teamwork |
6/4/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-4212)24WA-4212 | *negotiation |
7/23/2024 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-2211)24WA-2211 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
5/30/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-2136)24WA-2136 | *Accounting*Finance*Financial Statements |
5/28/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-3748)24WA-3748 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
7/9/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-4242)24WA-4242 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
7/24/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-4425)24WA-4425 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
7/30/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-4417)24WA-4417 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
7/30/2024 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-5188)24WA-5188 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
8/23/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emotional Intelligence (Webinar) (24WA-2052)24WA-2052 | *Emotions*Relationships |
5/24/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-3544)24WA-3544 | *Languages of appreciation*Appreciation strategies |
7/1/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-3174)24WA-3174 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
6/22/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 Excel PivotTables for Accountants (Webinar) (24WA-2769)24WA-2769 | *Creating PivotTable Reports*PivotTables using grouping techniques*Data Models *Consolidation PivotTables *Power Pivot and Slicers*GETPIVOTDATA function |
6/12/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Fraud Evaluations: A Guide for The Compliance Professional (Webinar) (24WA-1917)24WA-1917 | *Psychology Dynamics*COSO and Fraud*Fraud Theories*Opportunity Considerations*Added Dimensions*COSO Considerations*Control Environment Principles*Determining Internal Audit's Role*Understand the Business*Auditors and the IPPF*When Management Objects & Potential Steps |
5/17/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-2167)24WA-2167 | *Accounting*Finance*Cashflow |
5/29/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-2133)24WA-2133 | *Accounting*Finance*SG*Operations |
5/28/2024 | 5 - 6:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-2789)24WA-2789 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
6/12/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-3967)24WA-3967 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
7/15/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-2547)24WA-2547 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
6/7/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-2083)24WA-2083 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
5/25/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (24WA-3339)24WA-3339 | *Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
6/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Devious Ethics: Dealing with Snakes in Suits (Webinar) (24WA-1864)24WA-1864 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
5/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Managing the Accounting Department (Webinar) (24WA-1951)24WA-1951 | *Accounting*Leadership*Management |
5/20/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-1704)24WA-1704 | *Risk Assessment*Internal Controls*COSO |
5/8/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-4109)24WA-4109 | *Remote workforce*Employee retention*Staff turnover |
7/19/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-2349)24WA-2349 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
6/4/2024 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-3066)24WA-3066 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
6/19/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Consulting Services Secrets (Webinar) (24WA-4047)24WA-4047 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
7/17/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-1756)24WA-1756 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
5/10/2024 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-5048)24WA-5048 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues |
8/19/2024 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-2893)24WA-2893 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
6/15/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-2543)24WA-2543 | *Forensic Accounting*Accounting*Auditing*Finance |
6/7/2024 | 3 - 4:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-2777)24WA-2777 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
6/12/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-3211)24WA-3211 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-2598)24WA-2598 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
6/8/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Advanced Excel (Webinar) (24WA-4371)24WA-4371 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
7/29/2024 | 2 - 9:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-3809)24WA-3809 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
7/11/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-3763)24WA-3763 | *Code of Federal Regulation*Procurement*Federal Funds |
7/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-5138)24WA-5138 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
8/22/2024 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Anti-Money Laundering Warning Signs and Mitigation Techniques (Webinar) (24WA-3379)24WA-3379 | *Warning signs of money laundering*Legal services*Prevention*AML mitigation methods*Features to look for in AML solutions*Ten things in AML watchlist provider |
6/26/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-3658)24WA-3658 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
7/3/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-3207)24WA-3207 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
6/22/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-2982)24WA-2982 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
6/18/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Accounting Shootout (Webinar) (24WA-2967)24WA-2967 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
6/17/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-5100)24WA-5100 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
8/21/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-2393)24WA-2393 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
6/4/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-5130)24WA-5130 | *Presence |
8/22/2024 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-2343)24WA-2343 | *Communications |
6/4/2024 | 6 - 8:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-4079)24WA-4079 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
7/18/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (24WA-4588)24WA-4588 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
8/5/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-3330)24WA-3330 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
6/25/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-3701)24WA-3701 | *Financial statement fraud |
7/6/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Yellow Book: From Beginning to End (Webinar) (24WA-3820)24WA-3820 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
7/11/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-3974)24WA-3974 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
7/15/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-3622)24WA-3622 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
7/2/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-3781)24WA-3781 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
7/10/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-3340)24WA-3340 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-4950)24WA-4950 | *Risk Assessment*Common Deficiencies |
8/15/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-2680)24WA-2680 | *Accounting*Finance |
6/10/2024 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-3844)24WA-3844 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
7/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-2958)24WA-2958 | *Inventory accounting*GAAP*Methods for dealing with variances |
6/17/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-3376)24WA-3376 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-3953)24WA-3953 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
7/15/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-5025)24WA-5025 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
8/17/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-1641)24WA-1641 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
5/6/2024 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-2846)24WA-2846 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
6/14/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-2161)24WA-2161 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
5/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Fraud Risk Management (Webinar) (24WA-1639)24WA-1639 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
5/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-2202)24WA-2202 | *Accounting and Finance |
5/30/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-2310)24WA-2310 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-4438)24WA-4438 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
7/31/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-1861)24WA-1861 | *Inventory accounting*GAAP*Methods for dealing with variances |
5/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-1863)24WA-1863 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
5/15/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-4026)24WA-4026 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
7/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-2524)24WA-2524 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
6/6/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-1627)24WA-1627 | *Relationships |
5/6/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-2738)24WA-2738 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-3291)24WA-3291 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-3214)24WA-3214 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
6/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-3576)24WA-3576 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
7/1/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-4763)24WA-4763 | *Accounting and Finance |
8/9/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-4404)24WA-4404 | *Risk Assessment*Internal Controls*Common Deficiencies |
7/29/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Spring Tax Review with Doug Van Der Aa (Webinar) (24WA-3217)24WA-3217 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships |
6/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-2971)24WA-2971 | *Languages of appreciation*Appreciation strategies |
6/18/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-4153)24WA-4153 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
7/20/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-2394)24WA-2394 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
6/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Foundations for a Strong Internal Audit Department (Webinar) (24WA-2390)24WA-2390 | *Internal audit definition challenges*Independence challenges*Charter challenges*Authority challenges*Actions*Reporting challenges*Introduction to risk-based auditing*Risk-based auditing: steps and understanding*Identifying, responding and concluding on risk*Independence of audit plan*When management says NO |
6/4/2024 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-2959)24WA-2959 | *Competitive bids*Achieving target profitability |
6/17/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-3678)24WA-3678 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
7/5/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-1669)24WA-1669 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
5/7/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-2366)24WA-2366 | *Fraud*Fraud Triangle |
6/4/2024 | 2 - 3:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-5093)24WA-5093 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
8/21/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-2209)24WA-2209 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
5/30/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-3005)24WA-3005 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
6/18/2024 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-2578)24WA-2578 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-2626)24WA-2626 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
6/8/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-2221)24WA-2221 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
5/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-2358)24WA-2358 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
6/4/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-4965)24WA-4965 | *Information Technology*Cryptocurrency*Blockchain |
8/16/2024 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-5141)24WA-5141 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
8/22/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-2802)24WA-2802 | *Change management*Leadership |
6/13/2024 | 6 - 7:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-4060)24WA-4060 | *Communication*Public Speaking*Presentation Skills |
7/18/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-1705)24WA-1705 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
5/8/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-3961)24WA-3961 | *Preparation*Compilation*Review |
7/15/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-4491)24WA-4491 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
8/1/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Identifying and Implementing the Proper Balance of Internal Controls (Webinar) (24WA-3122)24WA-3122 | *Introduction to identifying and implementing the proper balance of internal controls*Concepts, myths and facts of internal controls*Risks vs controls*Typical control types*Understanding controls and why they fail*Framework for controls identification |
6/20/2024 | 3 - 4:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-2724)24WA-2724 | *Remote workforce*Employee retention*Staff turnover |
6/11/2024 | 5 - 8 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-2612)24WA-2612 | *Independence*Threats*Safeguards |
6/8/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Managing the Accounting Department (Webinar) (24WA-1748)24WA-1748 | *Accounting*Leadership*Management |
5/10/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-4901)24WA-4901 | *Fraud*Fraud Triangle |
8/14/2024 | 2 - 3:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-2674)24WA-2674 | *Code of Professional Conduct*Fraud*Professional Skepticism |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Partnership Essentials: Review and Update (Webinar) (24WA-3218)24WA-3218 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts |
6/22/2024 | 11 p.m. - 3 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-2321)24WA-2321 | *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 |
6/3/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3365)24WA-3365 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
6/26/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-5044)24WA-5044 | *ICOC*Compliance Testing*Major Program Determination |
8/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K and K-1 Analysis (Webinar) (24WA-5142)24WA-5142 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes*Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1*Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/member's outside basis*Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations*Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member*Calculating the tax and §704(b) book capital accounts*Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets"*Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions) |
8/22/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-4851)24WA-4851 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
8/12/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-4802)24WA-4802 | *Financial statement insight*Trend analysis*Financial benchmarks |
8/10/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-5143)24WA-5143 | *Accounting*Finance*Auditing |
8/22/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-4331)24WA-4331 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
7/26/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (24WA-3915)24WA-3915 | *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 |
7/13/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-4046)24WA-4046 | *Forensic Accounting*Accounting*Auditing*Finance |
7/17/2024 | 4 - 5:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-4149)24WA-4149 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
7/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-5181)24WA-5181 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
8/23/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-2227)24WA-2227 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/31/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-3051)24WA-3051 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
6/19/2024 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-1690)24WA-1690 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
5/8/2024 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-4282)24WA-4282 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
7/25/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-2400)24WA-2400 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
6/4/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-4472)24WA-4472 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
7/31/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-2650)24WA-2650 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/10/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2'S 2023 Top Ten Outlook Tips (Webinar) (24WA-4516)24WA-4516 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
8/2/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-2455)24WA-2455 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
6/5/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-3511)24WA-3511 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
6/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
2024 Accounting and Auditing Update (Webinar) (24WA-2066)24WA-2066 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
5/24/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-2232)24WA-2232 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
5/31/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
AI and You (Webinar) (24WA-3714)24WA-3714 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
7/6/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-2442)24WA-2442 | *Accounting and Finance |
6/5/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-3220)24WA-3220 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates |
6/22/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-3460)24WA-3460 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
6/28/2024 | 3 - 6:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Anti-Money Laundering Warning Signs and Mitigation Techniques (Webinar) (24WA-1981)24WA-1981 | *Warning signs of money laundering*Legal services*Prevention*AML mitigation methods*Features to look for in AML solutions*Ten things in AML watchlist provider |
5/21/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-5126)24WA-5126 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
8/21/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-4940)24WA-4940 | *Forensic Accounting*Accounting*Auditing*Finance |
8/15/2024 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-4105)24WA-4105 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques |
7/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-2708)24WA-2708 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
6/11/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Emotional Intelligence (Webinar) (24WA-1989)24WA-1989 | *Emotions*Relationships |
5/22/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-4606)24WA-4606 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
8/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-2740)24WA-2740 | *Risk Assessment*Internal Controls*SAS 145 |
6/11/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-2852)24WA-2852 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
6/14/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Introduction to Forensic Accounting (Webinar) (24WA-4810)24WA-4810 | *Forensic Accounting*Accounting*Auditing*Finance |
8/10/2024 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-3264)24WA-3264 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
6/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-3638)24WA-3638 | *Fraud*Fraud Triangle |
7/3/2024 | 2 - 3:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-3011)24WA-3011 | *Corporate culture*Strategic planning*Leadership*Staff development |
6/18/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 Using OneNote More And Email Less (Webinar) (24WA-3912)24WA-3912 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
7/13/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-1728)24WA-1728 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
5/9/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-2207)24WA-2207 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
5/30/2024 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-5124)24WA-5124 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
8/21/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-2705)24WA-2705 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-4882)24WA-4882 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
8/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-3648)24WA-3648 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
7/3/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-4334)24WA-4334 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
7/26/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-4376)24WA-4376 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
7/29/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-4663)24WA-4663 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
8/7/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-2941)24WA-2941 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
6/15/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-3818)24WA-3818 | *Auditing*COSO 2013 Update |
7/11/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-1928)24WA-1928 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
5/18/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Reference Rate Reform (Webinar) (24WA-1777)24WA-1777 | *Reference Rate Reform*LIBOR*SOFR |
5/11/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-5207)24WA-5207 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
8/23/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-3657)24WA-3657 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
7/3/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-2254)24WA-2254 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/1/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-2446)24WA-2446 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
6/5/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-4662)24WA-4662 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
8/7/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-1678)24WA-1678 | *Accounting and Finance |
5/7/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (24WA-4286)24WA-4286 | *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 |
7/25/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-3305)24WA-3305 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
6/25/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-3898)24WA-3898 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
7/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-3265)24WA-3265 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
6/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-2830)24WA-2830 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
6/13/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-3784)24WA-3784 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
7/10/2024 | 8 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Advanced Excel (Webinar) (24WA-5193)24WA-5193 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
8/23/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-4422)24WA-4422 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
7/30/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-2599)24WA-2599 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
6/8/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-2205)24WA-2205 | *Forensic Accounting*Accounting*Auditing*Finance |
5/30/2024 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-3200)24WA-3200 | *Code of Professional Conduct*Fraud*Professional Skepticism |
6/22/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-2908)24WA-2908 | *Preparation*Compilation*Review |
6/15/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-3094)24WA-3094 | *Financial statement fraud |
6/20/2024 | 5 - 6:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-3185)24WA-3185 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-3422)24WA-3422 | *Internal Controls*Walkthroughs*Documentation |
6/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-2765)24WA-2765 | *Culture*Trust |
6/12/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-4131)24WA-4131 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
7/19/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-1668)24WA-1668 | *Documentation*Deficiencies |
5/7/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-5196)24WA-5196 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
8/23/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-3308)24WA-3308 | *Accounting*Finance*Auditing |
6/25/2024 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-2117)24WA-2117 | *Diversity*Inclusion*Generations*Leadership*Engagement |
5/28/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-3984)24WA-3984 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
7/15/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-4751)24WA-4751 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
8/9/2024 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-3637)24WA-3637 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
7/3/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-2000)24WA-2000 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
5/22/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-3764)24WA-3764 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations |
7/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-3141)24WA-3141 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
6/21/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-2198)24WA-2198 | *NAC*CECL*Leases |
5/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-3372)24WA-3372 | *Code of Federal Regulation*Procurement*Federal Funds |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-4733)24WA-4733 | *Forensic Accounting*Accounting*Auditing*Finance |
8/8/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-2225)24WA-2225 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/31/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Ten Must Know Features In Excel (Webinar) (24WA-4514)24WA-4514 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
8/2/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (Webinar) (24WA-4784)24WA-4784 | *Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards *Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control*Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation |
8/9/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-4130)24WA-4130 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
7/19/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-4688)24WA-4688 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
8/7/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-3409)24WA-3409 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
6/27/2024 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-1886)24WA-1886 | *Fraud*Fraud Triangle |
5/16/2024 | 6 - 7:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-2649)24WA-2649 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
6/10/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Excel Charting And Visualizations (Webinar) (24WA-3879)24WA-3879 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
7/12/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-4225)24WA-4225 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
7/23/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-2797)24WA-2797 | *Persuasion*Influence |
6/13/2024 | 8 - 10:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (24WA-3336)24WA-3336 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project |
6/25/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-4362)24WA-4362 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
7/29/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting for Leases (Webinar) (24WA-1955)24WA-1955 | *Accounting*Finance*Financial Statement Preparation |
5/20/2024 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-5063)24WA-5063 | *Relationships |
8/20/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Tactical Cash Management (Webinar) (24WA-1913)24WA-1913 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
5/17/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-4471)24WA-4471 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
7/31/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRAs: Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs (Webinar) (24WA-4430)24WA-4430 | *An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans*Roth IRA contribution phase-out limits as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules |
7/30/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-4359)24WA-4359 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
7/27/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-4468)24WA-4468 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
7/31/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-3266)24WA-3266 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
6/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-3117)24WA-3117 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
6/20/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-1952)24WA-1952 | *Leadership*Personality Types*Communication*Memory |
5/20/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-1895)24WA-1895 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
5/16/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-3851)24WA-3851 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
7/11/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-4523)24WA-4523 | *Accounting*Finance*Financial Statements |
8/2/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-4358)24WA-4358 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
7/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-4786)24WA-4786 | *Feedback |
8/10/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-3346)24WA-3346 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
6/26/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-3807)24WA-3807 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
7/11/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-1926)24WA-1926 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/18/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-1995)24WA-1995 | *Emotional Intelligence*Communication*Teamwork |
5/22/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-4963)24WA-4963 | *Corporate culture*Strategic planning*Leadership*Staff development |
8/16/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-3234)24WA-3234 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-1782)24WA-1782 | *Code of Professional Conduct*Fraud*Professional Skepticism |
5/11/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-2320)24WA-2320 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
6/3/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-3337)24WA-3337 | *Risk Assessment*Internal Controls*Common Deficiencies |
6/25/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-2292)24WA-2292 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-3693)24WA-3693 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
7/5/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-5072)24WA-5072 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
8/20/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-2906)24WA-2906 | *ICOC*Compliance Testing*Major Program Determination |
6/15/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-3848)24WA-3848 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
7/11/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-4957)24WA-4957 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
8/16/2024 | 3 - 6:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-4296)24WA-4296 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
7/25/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-4539)24WA-4539 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
8/2/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-2656)24WA-2656 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
6/10/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-4161)24WA-4161 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
7/20/2024 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (24WA-4682)24WA-4682 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
8/7/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-1625)24WA-1625 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
5/4/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-4883)24WA-4883 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
8/13/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-1701)24WA-1701 | *Audit Evidence*Digital |
5/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-4991)24WA-4991 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
8/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-4482)24WA-4482 | *Emotional Intelligence*Communication*Teamwork |
8/1/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-1642)24WA-1642 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
5/6/2024 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
2024 Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-4616)24WA-4616 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues |
8/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-3936)24WA-3936 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
7/13/2024 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-4585)24WA-4585 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
8/5/2024 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-3183)24WA-3183 | *Performance metrics*Budgets |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-2571)24WA-2571 | *Team dynamics*Influence*Organizational behavior*Leadership |
6/8/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 OneDrive's Best Practices (Webinar) (24WA-4117)24WA-4117 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
7/19/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-2313)24WA-2313 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
6/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3561)24WA-3561 | *Technology*Cybersecurity |
7/1/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-3405)24WA-3405 | *Independence*Threats*Safeguards |
6/27/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Internal Control Fundamentals (Webinar) (24WA-4350)24WA-4350 | *Risk Assessment*Internal Controls*COSO |
7/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-1680)24WA-1680 | *Forensic Accounting*Accounting*Auditing*Finance |
5/7/2024 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-4229)24WA-4229 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
7/23/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-2710)24WA-2710 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/11/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2537)24WA-2537 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/7/2024 | 1 - 5:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-4951)24WA-4951 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
8/15/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-2214)24WA-2214 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
5/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-1984)24WA-1984 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
5/21/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-4420)24WA-4420 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
7/30/2024 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-2010)24WA-2010 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
5/22/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-3252)24WA-3252 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
6/24/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-4030)24WA-4030 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
7/17/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-4748)24WA-4748 | *Coaching*Effective Communication |
8/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Mastering Advanced Excel Functions (Webinar) (24WA-4924)24WA-4924 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
8/15/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-4341)24WA-4341 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
7/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fraud Risk Management (Webinar) (24WA-3782)24WA-3782 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
7/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-3312)24WA-3312 | *Accounting*Finance |
6/25/2024 | 3 - 4:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-2815)24WA-2815 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-4305)24WA-4305 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
7/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-3360)24WA-3360 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-3803)24WA-3803 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
7/10/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-3661)24WA-3661 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
7/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-4136)24WA-4136 | *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 |
7/19/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-3660)24WA-3660 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
7/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (24WA-3441)24WA-3441 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers |
6/27/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-1727)24WA-1727 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
5/9/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-5222)24WA-5222 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
8/24/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-5146)24WA-5146 | *Accounting and Finance |
8/22/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-2892)24WA-2892 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/15/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-3528)24WA-3528 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
6/29/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-2309)24WA-2309 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
6/3/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-5076)24WA-5076 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
8/20/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-2728)24WA-2728 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
6/11/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-4896)24WA-4896 | *Inventory accounting*GAAP*Methods for dealing with variances |
8/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-4146)24WA-4146 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
7/19/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-3494)24WA-3494 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-5039)24WA-5039 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
8/19/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-3412)24WA-3412 | *Accounting*Finance*Auditing*Business Development |
6/27/2024 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-2485)24WA-2485 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-5150)24WA-5150 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
8/22/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-1649)24WA-1649 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
5/6/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Planning in an Uncertain World (Webinar) (24WA-2645)24WA-2645 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
6/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-1621)24WA-1621 | *Communication*Leadership*Character*Behavior |
5/4/2024 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-3021)24WA-3021 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
6/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-5105)24WA-5105 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations |
8/21/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-1658)24WA-1658 | *Presence |
5/7/2024 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-1950)24WA-1950 | *Business Management *Organization |
5/20/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-3285)24WA-3285 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
6/25/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-4927)24WA-4927 | *Internal Controls Over Compliance*Compliance*Single Audits |
8/15/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-2845)24WA-2845 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
6/14/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-2206)24WA-2206 | *Forensic Accounting*Accounting*Auditing*Finance |
5/30/2024 | 6 - 7:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-4899)24WA-4899 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
8/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-1968)24WA-1968 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
5/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-2067)24WA-2067 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
5/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-3328)24WA-3328 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
6/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-3836)24WA-3836 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
7/11/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-4664)24WA-4664 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
8/7/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-1909)24WA-1909 | *Communication*Public Speaking*Presentation Skills |
5/17/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-4673)24WA-4673 | *Corporate culture*Strategic planning*Leadership*Staff development |
8/7/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-4840)24WA-4840 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
8/12/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-1914)24WA-1914 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
5/17/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-3859)24WA-3859 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
7/12/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-3597)24WA-3597 | *Accounting*Finance |
7/2/2024 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Managing Through Corporate Politics: The Achilles' Heel of Executing Professional Skepticism (Webinar) (24WA-2550)24WA-2550 | *Defining corporate politics*Impact of corporate politics*Types of corporate politics and remedies*Metaphors of corporate politics*Dispelling myths*The players |
6/7/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Documentation Methods for Internal Control Processes (Webinar) (24WA-3400)24WA-3400 | *Introduction to Proper Documentation*Responsibilities for Internal Control*Exploring What to Document*Documentation Types, Flowcharts, & Narratives*Policy and Procedures and IC Questions*Risk Control Matrices*Establishing A Defined Documentation Process*Flow Chart Symbols*Other Documentation Maturity Model & Issue Tracker*Other Documentation Testing Processes*Other Documentation Internal Audit Formal Reports & Summary*Proper Documentation |
6/27/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-4300)24WA-4300 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
7/25/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3508)24WA-3508 | *Technology*Cybersecurity |
6/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-3425)24WA-3425 | *Accounting*Finance*Cash Investments |
6/27/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-4635)24WA-4635 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
8/6/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-4227)24WA-4227 | *Fraud*Fraud Triangle |
7/23/2024 | 8 - 9:20 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-4132)24WA-4132 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
7/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-2079)24WA-2079 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
5/24/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-2834)24WA-2834 | *Employee Relations*Culture*Leadership*Employee Retention |
6/13/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-2703)24WA-2703 | *Risk Assessment*Internal Controls*Common Deficiencies |
6/10/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-2102)24WA-2102 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
5/25/2024 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-3249)24WA-3249 | *Independence*Threats*Safeguards |
6/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-2657)24WA-2657 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
6/10/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-1819)24WA-1819 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
5/13/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-3033)24WA-3033 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/19/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-2486)24WA-2486 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
6/6/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Introduction To Excel Macros (Webinar) (24WA-3957)24WA-3957 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
7/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-1774)24WA-1774 | *Fraud*Fraud Triangle |
5/11/2024 | 2 - 3:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-2468)24WA-2468 | *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 |
6/5/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-3931)24WA-3931 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
7/13/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-3170)24WA-3170 | *Presence |
6/22/2024 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-2733)24WA-2733 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
6/11/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-3997)24WA-3997 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
7/16/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-3491)24WA-3491 | *Emotional Intelligence*Communication*Teamwork |
6/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-3137)24WA-3137 | *Communications |
6/21/2024 | 12 - 2:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-3776)24WA-3776 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
7/10/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-3166)24WA-3166 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
6/21/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-2099)24WA-2099 | *Benford's Law*Digital Analysis*Data analytics |
5/25/2024 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-2816)24WA-2816 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
6/13/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-4006)24WA-4006 | *Documentation*Deficiencies |
7/16/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-3106)24WA-3106 | *Accounting*Finance*Procurement |
6/20/2024 | 11 p.m. - 12:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Crypto, Blockchain and Taxes (Webinar) (24WA-3322)24WA-3322 | *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 |
6/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-2150)24WA-2150 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
5/28/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-2441)24WA-2441 | *Accounting and Finance |
6/5/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-5028)24WA-5028 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
8/17/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-2242)24WA-2242 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
5/31/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-4541)24WA-4541 | *Retaliation protections*Speak up culture*Ethical culture |
8/2/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Yellow Book: From Beginning to End (Webinar) (24WA-4166)24WA-4166 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
7/20/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-4444)24WA-4444 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
7/31/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-4175)24WA-4175 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
7/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Six Essential Teams Features (Webinar) (24WA-4681)24WA-4681 | *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 |
8/7/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
AI and You (Webinar) (24WA-4885)24WA-4885 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
8/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-1797)24WA-1797 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
5/13/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-2528)24WA-2528 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-2644)24WA-2644 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
6/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-5120)24WA-5120 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
8/21/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-2582)24WA-2582 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
6/8/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-3996)24WA-3996 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
7/16/2024 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-4368)24WA-4368 | *Diversity*Inclusion*Generations*Leadership*Engagement |
7/29/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-4384)24WA-4384 | *Accounting*Finance*Operations |
7/29/2024 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-4948)24WA-4948 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
8/15/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (24WA-5158)24WA-5158 | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update |
8/22/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-3043)24WA-3043 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
6/19/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-2827)24WA-2827 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
6/13/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-4831)24WA-4831 | *Compensated Absences*Error Corrections*Accounting Changes |
8/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-2990)24WA-2990 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
6/18/2024 | 5 - 7 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-3890)24WA-3890 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
7/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Depreciation: Review and Update (Webinar) (24WA-4613)24WA-4613 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction |
8/5/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-2120)24WA-2120 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
5/28/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-4607)24WA-4607 | *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 |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-2172)24WA-2172 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
5/29/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-4487)24WA-4487 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
8/1/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-4704)24WA-4704 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
8/7/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-2151)24WA-2151 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
5/28/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-3056)24WA-3056 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
6/19/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-2334)24WA-2334 | *Leadership*Recognition*Total Rewards*Employee Engagement |
6/3/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-4151)24WA-4151 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
7/20/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-3344)24WA-3344 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
6/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-4217)24WA-4217 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
7/23/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-2312)24WA-2312 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
6/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-4490)24WA-4490 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
8/1/2024 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The ABCs of Advisory Services (Webinar) (24WA-5016)24WA-5016 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
8/17/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real World Business Ethics Scenarios (Webinar) (24WA-4050)24WA-4050 | *The Angry Boss*Financial Close Dilemma*Petty Cash Fund*Management Incentives*I Need My Job |
7/17/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Social Media: The Bare Necessities (Webinar) (24WA-5005)24WA-5005 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
8/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-5006)24WA-5006 | *Social Security*Retirement*Asset allocation*Fraud |
8/17/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-4142)24WA-4142 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
7/19/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-1894)24WA-1894 | *Forensic Accounting*Accounting*Auditing*Finance |
5/16/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-2276)24WA-2276 | *Compensated Absences*Error Corrections*Accounting Changes |
6/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-3353)24WA-3353 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/26/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-3547)24WA-3547 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
7/1/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-2591)24WA-2591 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
6/8/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-3517)24WA-3517 | *Sampling*ICFR*Single Audit Sampling |
6/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-2124)24WA-2124 | *Quality Management*Risk Assessment*SQMS |
5/28/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-2776)24WA-2776 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
6/12/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-2251)24WA-2251 | *Conflicts |
6/1/2024 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-4486)24WA-4486 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
8/1/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-2297)24WA-2297 | *Business Management *Organization |
6/3/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-4579)24WA-4579 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
8/5/2024 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
K2's 2023 Six Essential Teams Features (Webinar) (24WA-5230)24WA-5230 | *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 |
8/24/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2879)24WA-2879 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
6/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-2282)24WA-2282 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
6/1/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-2672)24WA-2672 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/10/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-2984)24WA-2984 | *Communication*Leadership*Character*Behavior |
6/18/2024 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-4945)24WA-4945 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
8/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-2040)24WA-2040 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
5/23/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-3842)24WA-3842 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
7/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-2434)24WA-2434 | *Cryptocurrency*Ditigal assets |
6/5/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-3586)24WA-3586 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
7/2/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-4569)24WA-4569 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
8/3/2024 | 2 - 4 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-3583)24WA-3583 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
7/2/2024 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-3387)24WA-3387 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
6/27/2024 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-3454)24WA-3454 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
6/28/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Excel Essentials For Staff Accountants (Webinar) (24WA-4291)24WA-4291 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks |
7/25/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-4524)24WA-4524 | *Accounting*Finance |
8/2/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-2327)24WA-2327 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
6/3/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-2873)24WA-2873 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
6/14/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-3421)24WA-3421 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
6/27/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Depreciation: Guide to Capitalizing Tangible Property (Webinar) (24WA-3613)24WA-3613 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments |
7/2/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-2024)24WA-2024 | *Networking*Relationship Management |
5/23/2024 | 10 a.m. - 12:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-2370)24WA-2370 | *Common Defiencies*DOL*EBPs |
6/4/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-3399)24WA-3399 | *Fraud*Fraud Triangle |
6/27/2024 | 11 a.m. - 12:20 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-3709)24WA-3709 | *CECL*NAC*Independence |
7/6/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-3247)24WA-3247 | *Preparation*Compilation*Review |
6/24/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-4464)24WA-4464 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
7/31/2024 | 8 - 8:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-2794)24WA-2794 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
6/12/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-4853)24WA-4853 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
8/12/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Successful Family Business (Webinar) (24WA-2438)24WA-2438 | *Business management*Organization |
6/5/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Now Is The Time to Automate (Webinar) (24WA-3641)24WA-3641 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
7/3/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-4894)24WA-4894 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
8/14/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crypto, Blockchain and Taxes (Webinar) (24WA-5083)24WA-5083 | *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 |
8/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-1835)24WA-1835 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
5/14/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-4203)24WA-4203 | *Accounting*Finance*Cash Investments |
7/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-2073)24WA-2073 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
5/24/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-2861)24WA-2861 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/14/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-3307)24WA-3307 | *Quality Management*Risk Assessment*SQMS*Independence |
6/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-4765)24WA-4765 | *Accounting*Finance |
8/9/2024 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-3152)24WA-3152 | *Risk Assessment*Internal Controls*SAS 145 |
6/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-2771)24WA-2771 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
6/12/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-2041)24WA-2041 | *Sampling*Monetary Unit Sampling |
5/23/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-3683)24WA-3683 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
7/5/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-3665)24WA-3665 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
7/3/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-4966)24WA-4966 | *Information Technology*Artificial Intelligence (AI) |
8/16/2024 | 4 - 8:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-4218)24WA-4218 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
7/23/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-2693)24WA-2693 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
6/10/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-5057)24WA-5057 | *Forensic Accounting*Accounting*Auditing*Finance |
8/19/2024 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-4424)24WA-4424 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
7/30/2024 | 3 - 3:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-3278)24WA-3278 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
6/24/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Now Is The Time to Automate (Webinar) (24WA-4116)24WA-4116 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
7/19/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-4182)24WA-4182 | *Languages of appreciation*Appreciation strategies |
7/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-4717)24WA-4717 | *Ethics*Leadership |
8/8/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (24WA-4449)24WA-4449 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel |
7/31/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-3310)24WA-3310 | *Accounting and Finance |
6/25/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-5221)24WA-5221 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
8/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-3082)24WA-3082 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
6/20/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-4386)24WA-4386 | *Accounting*Finance*Financial Statement Preparation |
7/29/2024 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-2954)24WA-2954 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
6/17/2024 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-5127)24WA-5127 | *Networking*Relationship Management |
8/22/2024 | 5 - 7:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-4627)24WA-4627 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
8/6/2024 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-4090)24WA-4090 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
7/18/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-4435)24WA-4435 | *Leases*Topic 842*Recognition & Measurement |
7/30/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-3119)24WA-3119 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
6/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-2306)24WA-2306 | *Accounting*Finance*Procurement*Inventory |
6/3/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-3068)24WA-3068 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
6/19/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Appreciation Intelligence: The New AI (Webinar) (24WA-1938)24WA-1938 | *Languages of appreciation*Appreciation strategies |
5/20/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-4177)24WA-4177 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
7/20/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-2987)24WA-2987 | *Communication*Public Speaking*Presentation Skills |
6/18/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-4190)24WA-4190 | *Business Management*Organization |
7/22/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-2457)24WA-2457 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
6/5/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-4000)24WA-4000 | *Technology*Cybersecurity |
7/16/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-4736)24WA-4736 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
8/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-4399)24WA-4399 | *Accounting*Finance*Procurement*Operations |
7/29/2024 | 11 - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-2567)24WA-2567 | *negotiation |
6/8/2024 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-3023)24WA-3023 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
6/18/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-2293)24WA-2293 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
6/3/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-2431)24WA-2431 | *Documentation*Deficiencies |
6/5/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-2196)24WA-2196 | *Sampling*ICFR*Single Audit Sampling |
5/30/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2367)24WA-2367 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/4/2024 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-4308)24WA-4308 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
7/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-2415)24WA-2415 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/5/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Keys to Maintaining Objectivity and Professional Skepticism (Webinar) (24WA-4501)24WA-4501 | *Introduction to maintaining objectivity and professional skepticism*Objectivity vs. independence*Techniques to ensure independence*How objective are you?*Objectivity actions |
8/1/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-2148)24WA-2148 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
5/28/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-5185)24WA-5185 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
8/23/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (24WA-3468)24WA-3468 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
6/28/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-2113)24WA-2113 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
5/28/2024 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-5091)24WA-5091 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
8/20/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-4584)24WA-4584 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
8/5/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-2606)24WA-2606 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-4949)24WA-4949 | *Risk Assessment*Internal Controls*Common Deficiencies |
8/15/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-4415)24WA-4415 | *Ethics*Leadership |
7/30/2024 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-1682)24WA-1682 | *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 |
5/7/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-4101)24WA-4101 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
7/19/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-3981)24WA-3981 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
7/15/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (24WA-4086)24WA-4086 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
7/18/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-2983)24WA-2983 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/18/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-4877)24WA-4877 | *Technology*Cybersecurity |
8/13/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-4654)24WA-4654 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates |
8/6/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-2981)24WA-2981 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
6/18/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-4253)24WA-4253 | *Audit Evidence*Digital |
7/24/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-4721)24WA-4721 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
8/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-2913)24WA-2913 | *Code of Federal Regulation*Procurement*Federal Funds |
6/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-3654)24WA-3654 | *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 |
7/3/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-2108)24WA-2108 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
5/28/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-2494)24WA-2494 | *Business Management*Organization |
6/6/2024 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-2266)24WA-2266 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
6/1/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-4630)24WA-4630 | *Performance target design*Target testing |
8/6/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-2617)24WA-2617 | *Risk Assessment*Internal Controls*COSO |
6/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-4077)24WA-4077 | *Accounting*Finance*Procurement |
7/18/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (24WA-4403)24WA-4403 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
7/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-3548)24WA-3548 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
7/1/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-5066)24WA-5066 | *Culture*Trust |
8/20/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-3623)24WA-3623 | *Mental Health Awareness |
7/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-1904)24WA-1904 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
5/16/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-4710)24WA-4710 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
8/7/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-3420)24WA-3420 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
6/27/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
AI and You (Webinar) (24WA-2012)24WA-2012 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
5/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-4952)24WA-4952 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
8/15/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2008)24WA-2008 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
5/22/2024 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-4024)24WA-4024 | *Communication*Relationship-building*Active listening*Public speaking |
7/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-5203)24WA-5203 | *Accounting*Finance*Procurement*Inventory |
8/23/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-2447)24WA-2447 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-5215)24WA-5215 | *Accounting*Finance*Procurement*Operations |
8/23/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-4887)24WA-4887 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
8/13/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-1818)24WA-1818 | *Forensic Accounting*Accounting*Auditing*Finance |
5/13/2024 | 3 - 4:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-3006)24WA-3006 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
6/18/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-4494)24WA-4494 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
8/1/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-3449)24WA-3449 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
6/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-3254)24WA-3254 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
6/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-2144)24WA-2144 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
5/28/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-1786)24WA-1786 | *Risk Assessment*Internal Controls*Common Deficiencies |
5/11/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-1665)24WA-1665 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
5/7/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-3747)24WA-3747 | *Performance audit standards*Performance audit types*Performance audit objectives |
7/9/2024 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-3625)24WA-3625 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
7/3/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Identifying and Implementing the Proper Balance of Internal Controls (Webinar) (24WA-1710)24WA-1710 | *Introduction to identifying and implementing the proper balance of internal controls*Concepts, myths and facts of internal controls*Risks vs controls*Typical control types*Understanding controls and why they fail*Framework for controls identification |
5/8/2024 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-4828)24WA-4828 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
8/12/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Small Business Accounting Shootout (Webinar) (24WA-2549)24WA-2549 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
6/7/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-4455)24WA-4455 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
7/31/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-3086)24WA-3086 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
6/20/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-5042)24WA-5042 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
8/19/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-3272)24WA-3272 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
6/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-3391)24WA-3391 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
6/27/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-1815)24WA-1815 | *Forensic Accounting*Accounting*Auditing*Finance |
5/13/2024 | 1 - 2:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-3281)24WA-3281 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
6/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-2702)24WA-2702 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
6/10/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-2195)24WA-2195 | *NOCLAR*529 Plans*Recently Issued Interpretations |
5/30/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Excel PivotTables for Accountants (Webinar) (24WA-2255)24WA-2255 | *Creating PivotTable Reports*PivotTables using grouping techniques*Data Models *Consolidation PivotTables *Power Pivot and Slicers*GETPIVOTDATA function |
6/1/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-2742)24WA-2742 | *NOCLAR*529 Plans*Recently Issued Interpretations |
6/11/2024 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-3057)24WA-3057 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
6/19/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-3436)24WA-3436 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
6/27/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-4391)24WA-4391 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
7/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-2860)24WA-2860 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
6/14/2024 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
K2's Small Business Accounting Shootout (Webinar) (24WA-3975)24WA-3975 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
7/15/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-1817)24WA-1817 | *Forensic Accounting*Accounting*Auditing*Finance |
5/13/2024 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-3070)24WA-3070 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
6/20/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Fraud Risk Management (Webinar) (24WA-2098)24WA-2098 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
5/25/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-3702)24WA-3702 | *Business Management*Hybrid work options |
7/6/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-1809)24WA-1809 | *Accounting*Finance*SG*Operations |
5/13/2024 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-3685)24WA-3685 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
7/5/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-2219)24WA-2219 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
5/30/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-2863)24WA-2863 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
6/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-5090)24WA-5090 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
8/20/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-4010)24WA-4010 | *ESG*Sustainaibility |
7/16/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-4280)24WA-4280 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
7/25/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-1760)24WA-1760 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
5/11/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-5223)24WA-5223 | *civility*ethics |
8/24/2024 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Performance Auditing Made Easy (Webinar) (24WA-4159)24WA-4159 | *Performance audit standards*Performance audit types*Performance audit objectives |
7/20/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-3435)24WA-3435 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
6/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-3867)24WA-3867 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
7/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-3150)24WA-3150 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
6/21/2024 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-3723)24WA-3723 | *Emotional Intelligence*Communication*Teamwork |
7/8/2024 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Paperless Office (Webinar) (24WA-2510)24WA-2510 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/6/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-3963)24WA-3963 | *Independence*Threats*Safeguards |
7/15/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-5065)24WA-5065 | *negotiation |
8/20/2024 | 6 - 7:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-2428)24WA-2428 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
6/5/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-2157)24WA-2157 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
5/28/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-2187)24WA-2187 | *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 |
5/29/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-2726)24WA-2726 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
6/11/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-2607)24WA-2607 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
6/8/2024 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-2252)24WA-2252 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
6/1/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-2835)24WA-2835 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
6/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-5218)24WA-5218 | *Employment Data*Talent Strategy |
8/23/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Fraud Risk Management (Webinar) (24WA-3294)24WA-3294 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
6/25/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-3937)24WA-3937 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
7/13/2024 | 2 - 4 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-2711)24WA-2711 | *Communication*Leadership*Character*Behavior |
6/11/2024 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-2112)24WA-2112 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
5/28/2024 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-4401)24WA-4401 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
7/29/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-3053)24WA-3053 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
6/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Excel Charting And Visualizations (Webinar) (24WA-4824)24WA-4824 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
8/12/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-3832)24WA-3832 | *Forensic Accounting*Accounting*Auditing*Finance |
7/11/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-3863)24WA-3863 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
7/12/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Planning in an Uncertain World (Webinar) (24WA-4309)24WA-4309 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
7/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (24WA-3058)24WA-3058 | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update |
6/19/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
Depreciation: Guide to Capitalizing Tangible Property (Webinar) (24WA-4855)24WA-4855 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments |
8/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-2480)24WA-2480 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
6/6/2024 | 5 - 6:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
Foundations for a Strong Internal Audit Department (Webinar) (24WA-3019)24WA-3019 | *Internal audit definition challenges*Independence challenges*Charter challenges*Authority challenges*Actions*Reporting challenges*Introduction to risk-based auditing*Risk-based auditing: steps and understanding*Identifying, responding and concluding on risk*Independence of audit plan*When management says NO |
6/18/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-3502)24WA-3502 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/29/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-3335)24WA-3335 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
6/25/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-2326)24WA-2326 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
6/3/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-4062)24WA-4062 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
7/18/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-5148)24WA-5148 | *Forensic Accounting*Accounting*Auditing*Finance |
8/22/2024 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-3098)24WA-3098 | *Cryptocurrency*Ditigal assets |
6/20/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Partnership Essentials: Review and Update (Webinar) (24WA-5022)24WA-5022 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts |
8/17/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-2262)24WA-2262 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
6/1/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-3065)24WA-3065 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
6/19/2024 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-3015)24WA-3015 | *SAS 145*Risk Assessment*Internal Controls |
6/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-4953)24WA-4953 | *Employee Relations*Culture*Leadership*Employee Retention |
8/15/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-4805)24WA-4805 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-5108)24WA-5108 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
8/21/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-3092)24WA-3092 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
6/20/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-2694)24WA-2694 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Office Scripts: The New Macros (Webinar) (24WA-5209)24WA-5209 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
8/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-1829)24WA-1829 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
5/14/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-4590)24WA-4590 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
8/5/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-1823)24WA-1823 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
5/13/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Excel Best Practices And Features (Webinar) (24WA-4622)24WA-4622 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
8/5/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Successful Family Business (Webinar) (24WA-1868)24WA-1868 | *Business management*Organization |
5/15/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-2664)24WA-2664 | *Competitive bids*Achieving target profitability |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-2323)24WA-2323 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
6/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-2587)24WA-2587 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-2891)24WA-2891 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
6/15/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-3186)24WA-3186 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
6/22/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-3390)24WA-3390 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
6/27/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-4176)24WA-4176 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
7/20/2024 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-4311)24WA-4311 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
7/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-4571)24WA-4571 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
8/3/2024 | 8 - 9:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-1780)24WA-1780 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
5/11/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-3612)24WA-3612 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
7/2/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-4285)24WA-4285 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
7/25/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-3497)24WA-3497 | *Communication*Leadership*Character*Behavior |
6/29/2024 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-3954)24WA-3954 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
7/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-2341)24WA-2341 | *Culture*Trust |
6/4/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-3080)24WA-3080 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
6/20/2024 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-3439)24WA-3439 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
6/27/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-1903)24WA-1903 | *Employment Data*Talent Strategy |
5/16/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-4779)24WA-4779 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
8/9/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-1695)24WA-1695 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
5/8/2024 | 9 a.m. - 1:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-1652)24WA-1652 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
5/6/2024 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Tactical Cash Management (Webinar) (24WA-2999)24WA-2999 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
6/18/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-3565)24WA-3565 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
7/1/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-1830)24WA-1830 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
5/14/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-4436)24WA-4436 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
7/30/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-3870)24WA-3870 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
7/12/2024 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-2504)24WA-2504 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/6/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-3349)24WA-3349 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
6/26/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-1923)24WA-1923 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
5/18/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-3664)24WA-3664 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
7/3/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-2429)24WA-2429 | *Financial statement fraud |
6/5/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (24WA-2337)24WA-2337 | *Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
6/4/2024 | 11:30 a.m. - 1:45 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-2531)24WA-2531 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
6/7/2024 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-1716)24WA-1716 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
5/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-4929)24WA-4929 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
8/15/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-5052)24WA-5052 | *Accounting*Finance*Auditing*Business Development |
8/19/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-2016)24WA-2016 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
5/22/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-4069)24WA-4069 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
7/18/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-3286)24WA-3286 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
6/25/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-4938)24WA-4938 | *Forensic Accounting*Accounting*Finance*Auditing |
8/15/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-3904)24WA-3904 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
7/13/2024 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-1769)24WA-1769 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
5/11/2024 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-3708)24WA-3708 | *Compensated Absences*Error Corrections*Accounting Changes |
7/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-3777)24WA-3777 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
7/10/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-2915)24WA-2915 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
6/15/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-1962)24WA-1962 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
5/20/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-2287)24WA-2287 | *Communication*Leadership*Character*Behavior |
6/3/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-1822)24WA-1822 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
5/13/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-2409)24WA-2409 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
6/5/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-4114)24WA-4114 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
7/19/2024 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-4762)24WA-4762 | *Accounting*Finance |
8/9/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-3386)24WA-3386 | *civility*ethics |
6/27/2024 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-2086)24WA-2086 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
5/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-4711)24WA-4711 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
8/8/2024 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-4367)24WA-4367 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
7/29/2024 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-2782)24WA-2782 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
6/12/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-3129)24WA-3129 | *Relationships |
6/21/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-4338)24WA-4338 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
7/26/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-4317)24WA-4317 | *Business Management *Organization |
7/26/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-3153)24WA-3153 | *GAGAS*Yellow Book*Independence |
6/21/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-2375)24WA-2375 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
6/4/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-2869)24WA-2869 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
6/14/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-3819)24WA-3819 | *SAS 145*Risk Assessment*Internal Controls |
7/11/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-4460)24WA-4460 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
7/31/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-4416)24WA-4416 | *civility*ethics |
7/30/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-3603)24WA-3603 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
7/2/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-4958)24WA-4958 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
8/16/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-2164)24WA-2164 | *Accounting*Finance*Auditing*Business Development |
5/29/2024 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-3351)24WA-3351 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
6/26/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-4697)24WA-4697 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
8/7/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-3279)24WA-3279 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-5043)24WA-5043 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
8/19/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-4792)24WA-4792 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-3496)24WA-3496 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
6/29/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Real World Business Ethics Scenarios (Webinar) (24WA-2045)24WA-2045 | *The Angry Boss*Financial Close Dilemma*Petty Cash Fund*Management Incentives*I Need My Job |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-3677)24WA-3677 | *Change management*Leadership |
7/5/2024 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-1988)24WA-1988 | *Feedback |
5/22/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Qualified Business Income (QBI) Deduction (Section 199A): The Ins and Outs (Webinar) (24WA-3050)24WA-3050 | *Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component)*Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB))*Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts*Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules*Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations*Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans)*Review the aggregation rules for the QBI computation and both the entity and individual level*Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s*Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation |
6/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-3236)24WA-3236 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
6/24/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-1692)24WA-1692 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
5/8/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-2440)24WA-2440 | *Accounting*Finance |
6/5/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-2642)24WA-2642 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
6/8/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (24WA-4738)24WA-4738 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
8/8/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Excel Essentials For Staff Accountants (Webinar) (24WA-3880)24WA-3880 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks |
7/12/2024 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-2359)24WA-2359 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
6/4/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-3892)24WA-3892 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
7/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-3627)24WA-3627 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
7/3/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Measuring Audit Risks (Webinar) (24WA-4578)24WA-4578 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
8/5/2024 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-2706)24WA-2706 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
6/11/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-2046)24WA-2046 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
5/23/2024 | 12 - 12:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thinking Like an Auditor When Preparing Your Financial Statements (Webinar) (24WA-4016)24WA-4016 | *Determining an appropriate sense of quantitative and qualitative materiality*Identifying the critical components of the financial statements that matter most to financial statement users*Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks |
7/16/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-4483)24WA-4483 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
8/1/2024 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-4094)24WA-4094 | *Retaliation protections*Speak up culture*Ethical culture |
7/18/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-2809)24WA-2809 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
6/13/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-5078)24WA-5078 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
8/20/2024 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-3652)24WA-3652 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
7/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-2570)24WA-2570 | *Persuasion*Influence |
6/8/2024 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-3753)24WA-3753 | *Information Technology*Artificial Intelligence (AI) |
7/9/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1925)24WA-1925 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/18/2024 | 3 - 4:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
S Corporation Essentials: Review and Update (Webinar) (24WA-5023)24WA-5023 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions |
8/17/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (24WA-3802)24WA-3802 | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update |
7/10/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-4392)24WA-4392 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
7/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-2631)24WA-2631 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
6/8/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-4235)24WA-4235 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
7/23/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-3640)24WA-3640 | *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 |
7/3/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-4745)24WA-4745 | *Business Management *Organization |
8/9/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-3447)24WA-3447 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
6/28/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-2303)24WA-2303 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/3/2024 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
2024 Single Audit Update (Webinar) (24WA-4601)24WA-4601 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
8/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-3609)24WA-3609 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
7/2/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-4800)24WA-4800 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
8/10/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-3849)24WA-3849 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
7/11/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-2759)24WA-2759 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
6/11/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-4379)24WA-4379 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
7/29/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-2456)24WA-2456 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
6/5/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-3257)24WA-3257 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
6/24/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-3374)24WA-3374 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
6/26/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-5149)24WA-5149 | *Forensic Accounting*Accounting*Auditing*Finance |
8/22/2024 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-2804)24WA-2804 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
6/13/2024 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-2843)24WA-2843 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
6/14/2024 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-4610)24WA-4610 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
8/5/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-3538)24WA-3538 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
6/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-3464)24WA-3464 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
6/28/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-3410)24WA-3410 | *Sampling*Monetary Unit Sampling |
6/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-5165)24WA-5165 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
8/22/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-1833)24WA-1833 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
5/14/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-1854)24WA-1854 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
5/15/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-2646)24WA-2646 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
6/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-4040)24WA-4040 | *Accounting*Finance*Auditing |
7/17/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-4316)24WA-4316 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
7/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Best-In-Class Recruiting Strategies (Webinar) (24WA-2335)24WA-2335 | *Recruiting & Retention*Talent Management*Employee Engagement |
6/3/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-3696)24WA-3696 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
7/5/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-4498)24WA-4498 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
8/1/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-2122)24WA-2122 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
5/28/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-4565)24WA-4565 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
8/3/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-4158)24WA-4158 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
7/20/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-4322)24WA-4322 | *Benford's Law*Digital Analysis*Data analytics |
7/26/2024 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-2482)24WA-2482 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
6/6/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-2383)24WA-2383 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
6/4/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-2585)24WA-2585 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
6/8/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-4264)24WA-4264 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
7/24/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-5197)24WA-5197 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
8/23/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-3706)24WA-3706 | *Cryptocurrency*Ditigal assets |
7/6/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (24WA-2314)24WA-2314 | *Quality Management Standards*Risk Management*Compliance and Adoption |
6/3/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-4570)24WA-4570 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
8/3/2024 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-1715)24WA-1715 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
5/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-2386)24WA-2386 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
6/4/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-4057)24WA-4057 | *Communication*Leadership*Character*Behavior |
7/18/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
When Leadership Fails (Webinar) (24WA-3993)24WA-3993 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
7/16/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-2467)24WA-2467 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
6/5/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3187)24WA-3187 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
6/22/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-5151)24WA-5151 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
8/22/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-4817)24WA-4817 | *Financial statement fraud |
8/12/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-1971)24WA-1971 | *Languages of appreciation*Appreciation strategies |
5/21/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-2074)24WA-2074 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
5/24/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-5007)24WA-5007 | *Remote workforce*Employee retention*Staff turnover |
8/17/2024 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-2416)24WA-2416 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
6/5/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-2883)24WA-2883 | *Communication*Relationship-building*Active listening*Public speaking |
6/15/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-4318)24WA-4318 | *Accounting*Leadership*Management |
7/26/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-2363)24WA-2363 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
6/4/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-1930)24WA-1930 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
5/18/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-2111)24WA-2111 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
5/28/2024 | 6 - 8:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-4327)24WA-4327 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
7/26/2024 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-2592)24WA-2592 | *Remote workforce*Employee retention*Staff turnover |
6/8/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-1814)24WA-1814 | *Forensic Accounting*Accounting*Finance*Auditing |
5/13/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Cash Management: Day to Day Best Practices (Webinar) (24WA-1832)24WA-1832 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash? *Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/14/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-4795)24WA-4795 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
8/10/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Risk Assessment: A Common Deficiency (Webinar) (24WA-2704)24WA-2704 | *Risk Assessment*Common Deficiencies |
6/10/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-4864)24WA-4864 | *Public speaking*Presentation Skills*Communication*Leadership |
8/13/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-4059)24WA-4059 | *Communication*Feedback*Management*Leadership |
7/18/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-3103)24WA-3103 | *Accounting*Finance*Operations |
6/20/2024 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Let's Meet at the Intersection of Fraud and Ethics (Webinar) (24WA-4649)24WA-4649 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
8/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Relationship Between Ethics, Morality, and the Law (Webinar) (24WA-4646)24WA-4646 | *Meaning of morality and ethics*The variation*Distinguishing factors*Theories of Jonathan Haidt*Milgram experiment*Authoritarian behavior and ethics*Ethical authority?*Conflicts |
8/6/2024 | 10 - 11:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Business Valuation Fundamentals (Webinar) (24WA-3949)24WA-3949 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
7/15/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-2021)24WA-2021 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
5/22/2024 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-2562)24WA-2562 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
6/7/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-3388)24WA-3388 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
6/27/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-3433)24WA-3433 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
6/27/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
SAS 145: Risk Assessment (Webinar) (24WA-1699)24WA-1699 | *SAS 145*Risk Assessment*Internal Controls |
5/8/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-4729)24WA-4729 | *Accounting*Finance*Auditing*Business Development |
8/8/2024 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-2964)24WA-2964 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/17/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 The Digital Home (Webinar) (24WA-4163)24WA-4163 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
7/20/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-4360)24WA-4360 | *Internal Controls*Walkthroughs*Documentation |
7/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2937)24WA-2937 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
6/15/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-3111)24WA-3111 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
6/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-4396)24WA-4396 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-5200)24WA-5200 | *Risk Assessment*Internal Controls*COSO |
8/23/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-2875)24WA-2875 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
6/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-3944)24WA-3944 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
7/15/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (24WA-4925)24WA-4925 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
8/15/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (24WA-3046)24WA-3046 | *Clear Reflection of Income: Really?*The Verification Drill*Tax Ethics and the Conceptual Framework*The Tax Uncertainties Dance (Tax and Financial Reporting)*Cases and Controversies*Blanco v. United States*U.S. v. Fairchild*Conclusion |
6/19/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Art of Marketing for CPAs (Webinar) (24WA-2859)24WA-2859 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
6/14/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (24WA-5195)24WA-5195 | *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 |
8/23/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Key Tax Issues Facing Business and Industry (Webinar) (24WA-3690)24WA-3690 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee |
7/5/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3998)24WA-3998 | *Technology*Cybersecurity |
7/16/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (24WA-1721)24WA-1721 | *The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion |
5/9/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-2004)24WA-2004 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
5/22/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-2673)24WA-2673 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
6/10/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-2632)24WA-2632 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
6/8/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-3499)24WA-3499 | *Communication*Feedback*Management*Leadership |
6/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-3007)24WA-3007 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
6/18/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-1745)24WA-1745 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
5/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-1866)24WA-1866 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
5/15/2024 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-4502)24WA-4502 | *Communication*Leadership*Character*Behavior |
8/2/2024 | 3 - 4:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-3345)24WA-3345 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
6/26/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-4089)24WA-4089 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
7/18/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-2163)24WA-2163 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
5/29/2024 | 11 a.m. - 3:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-1987)24WA-1987 | *Relationships |
5/22/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-2402)24WA-2402 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
6/4/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-2158)24WA-2158 | *Employment Data*Talent Strategy |
5/28/2024 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (24WA-4641)24WA-4641 | *Quality Management Standards*Risk Management*Compliance and Adoption |
8/6/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-2962)24WA-2962 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
6/17/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-3845)24WA-3845 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
7/11/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-4270)24WA-4270 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
7/24/2024 | 12 - 2 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-1660)24WA-1660 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Spring Tax Review with Doug Van Der Aa (Webinar) (24WA-5021)24WA-5021 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships |
8/17/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (24WA-3244)24WA-3244 | *Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
6/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-1674)24WA-1674 | *CECL*NAC*Independence |
5/7/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-4568)24WA-4568 | *Accounting*Finance*Auditing*Business Development |
8/3/2024 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-3116)24WA-3116 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
6/20/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-4405)24WA-4405 | *Risk Assessment*Common Deficiencies |
7/29/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-3982)24WA-3982 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
7/15/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-4144)24WA-4144 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
7/19/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-3269)24WA-3269 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
6/24/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (24WA-4820)24WA-4820 | *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 |
8/12/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-2839)24WA-2839 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
6/14/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-2240)24WA-2240 | *Accounting*Finance*Financial Statement Preparation |
5/31/2024 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-4344)24WA-4344 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
7/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-2535)24WA-2535 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
6/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-4271)24WA-4271 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
7/24/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-3921)24WA-3921 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
7/13/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-4088)24WA-4088 | *Risk Assessment*Common Deficiencies |
7/18/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (24WA-2285)24WA-2285 | *Character definition*Critical character attributes*Character self-awareness*Additional character identification techniques*Trust definitions*Waves of trust*Four cores of trust*Toxic trust and antibiotics |
6/3/2024 | 9:30 - 11:40 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-3792)24WA-3792 | *NOCLAR*529 Plans*Recently Issued Interpretations |
7/10/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Managing the Accounting Department (Webinar) (24WA-2298)24WA-2298 | *Accounting*Leadership*Management |
6/3/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-3466)24WA-3466 | *Business Management*Organization |
6/28/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-3314)24WA-3314 | *Forensic Accounting*Accounting*Auditing*Finance |
6/25/2024 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-2026)24WA-2026 | *Communications |
5/23/2024 | 2 - 4:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-2153)24WA-2153 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
5/28/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-4433)24WA-4433 | *FRF for SMEs*Quality Management*Private Company Council |
7/30/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-4104)24WA-4104 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
7/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Business Ethics: Cases From the Real World (Webinar) (24WA-4186)24WA-4186 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
7/22/2024 | 11 a.m. - 2:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-3118)24WA-3118 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
6/20/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-2714)24WA-2714 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-4626)24WA-4626 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
8/6/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-5080)24WA-5080 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
8/20/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-4005)24WA-4005 | *Business Management*Hybrid work options |
7/16/2024 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-5220)24WA-5220 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
8/23/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-3230)24WA-3230 | *Employee Relations*Culture*Leadership*Employee Retention |
6/22/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-1783)24WA-1783 | *Quality Management*Risk Assessment*SQMS*Independence |
5/11/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-1848)24WA-1848 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
5/14/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-2275)24WA-2275 | *ESG*Sustainaibility |
6/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-4563)24WA-4563 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
8/3/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3746)24WA-3746 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
7/9/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-4777)24WA-4777 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
8/9/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (24WA-4806)24WA-4806 | *Accounting*Finance |
8/10/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-2356)24WA-2356 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
6/4/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Emotional Intelligence (Webinar) (24WA-4022)24WA-4022 | *Emotions*Relationships |
7/17/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-4836)24WA-4836 | *Accounting*Finance*Financial Statement Preparation |
8/12/2024 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-4790)24WA-4790 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
8/10/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-2231)24WA-2231 | *civility*ethics |
5/31/2024 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-3531)24WA-3531 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
6/29/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-4246)24WA-4246 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
7/24/2024 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-2322)24WA-2322 | *Accounting*Finance*Procurement*Operations |
6/3/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-4113)24WA-4113 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
7/19/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-2404)24WA-2404 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
6/4/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-2851)24WA-2851 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-3719)24WA-3719 | *negotiation |
7/8/2024 | 3 - 4:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-5055)24WA-5055 | *Accounting*Finance*Cashflow |
8/19/2024 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-3125)24WA-3125 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
6/20/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-3062)24WA-3062 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
6/19/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (24WA-2735)24WA-2735 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations |
6/11/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-1918)24WA-1918 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
5/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-3662)24WA-3662 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
7/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-2604)24WA-2604 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-2966)24WA-2966 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/17/2024 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-3446)24WA-3446 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-3003)24WA-3003 | *Technology*Cybersecurity |
6/18/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (24WA-4048)24WA-4048 | *Quality Management Standards*Risk Management*Compliance and Adoption |
7/17/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-3742)24WA-3742 | *Public speaking*Presentation Skills*Communication*Leadership |
7/9/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
K2's 2023 Introduction To Excel Macros (Webinar) (24WA-4450)24WA-4450 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
7/31/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-3727)24WA-3727 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
7/8/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-3016)24WA-3016 | *Sampling*Monetary Unit Sampling |
6/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-4838)24WA-4838 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
8/12/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-4247)24WA-4247 | *Performance target design*Target testing |
7/24/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 QuickBooks for Accountants (Webinar) (24WA-3756)24WA-3756 | *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 |
7/9/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-5037)24WA-5037 | *Communication*Public Speaking*Presentation Skills |
8/19/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-2886)24WA-2886 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
6/15/2024 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-1957)24WA-1957 | *Accounting*Finance*Procurement*Inventory |
5/20/2024 | 11 p.m. - 12:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-4690)24WA-4690 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
8/7/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-3132)24WA-3132 | *Culture*Trust |
6/21/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-2546)24WA-2546 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-4990)24WA-4990 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
8/16/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-3318)24WA-3318 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
6/25/2024 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-3738)24WA-3738 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
7/8/2024 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-2758)24WA-2758 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
6/11/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-4481)24WA-4481 | *Communications |
8/1/2024 | 12 - 2:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-3582)24WA-3582 | *KPIs*Performance measures*Metrics |
7/2/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-4140)24WA-4140 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
7/19/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-2286)24WA-2286 | *Communication*Leadership*Character*Behavior |
6/3/2024 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-3694)24WA-3694 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
7/5/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Business Losses: Going Backward and Forward (Webinar) (24WA-3663)24WA-3663 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
7/3/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-4916)24WA-4916 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
8/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
What's Changing in Risk Assessment (Webinar) (24WA-2192)24WA-2192 | *Risk Assessment*Internal Controls*SAS 145 |
5/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-3224)24WA-3224 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
6/22/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-1899)24WA-1899 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
5/16/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Taking a Global View of Professional Ethics (Webinar) (24WA-4886)24WA-4886 | *What is "Ethics"?*Interaction between Law and Ethics*AICPA Code of Professional Conduct*IESBA Code of Ethics for Professional Accountants*Case Study: Ardent Harmony Fund v. BDO Trinity |
8/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-3395)24WA-3395 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/27/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-4512)24WA-4512 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
8/2/2024 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-2170)24WA-2170 | *Forensic Accounting*Accounting*Auditing*Finance |
5/29/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-1655)24WA-1655 | *Networking*Relationship Management |
5/7/2024 | 8 - 10:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-4465)24WA-4465 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
7/31/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-3676)24WA-3676 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
7/5/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-2536)24WA-2536 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/7/2024 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-1661)24WA-1661 | *Change management*Leadership |
5/7/2024 | 5 - 6:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-4343)24WA-4343 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
7/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-3320)24WA-3320 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
6/25/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-1872)24WA-1872 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
5/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-4429)24WA-4429 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
7/30/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-3897)24WA-3897 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
7/12/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-2123)24WA-2123 | *Preparation*Compilation*Review |
5/28/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-3099)24WA-3099 | *ESG*Sustainaibility |
6/20/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-2953)24WA-2953 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/17/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-4782)24WA-4782 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
8/9/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-4489)24WA-4489 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
8/1/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Taxation of Non-fungible Tokens (NFTs) (Webinar) (24WA-4181)24WA-4181 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
7/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-3368)24WA-3368 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
6/26/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-3300)24WA-3300 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (24WA-2923)24WA-2923 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) |
6/15/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-5131)24WA-5131 | *Conflicts |
8/22/2024 | 6 - 9:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-3568)24WA-3568 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
7/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-3489)24WA-3489 | *Relationships |
6/29/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-4549)24WA-4549 | *Presence |
8/3/2024 | 12 - 2:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-4546)24WA-4546 | *Persuasion*Influence |
8/3/2024 | 8 - 10:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-4054)24WA-4054 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
7/17/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-3203)24WA-3203 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
6/22/2024 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-3549)24WA-3549 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
7/1/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-4843)24WA-4843 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
8/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-3559)24WA-3559 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
7/1/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-3536)24WA-3536 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-4418)24WA-4418 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
7/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-4528)24WA-4528 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
8/2/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-3477)24WA-3477 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
6/28/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-4701)24WA-4701 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
8/7/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-4756)24WA-4756 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
8/9/2024 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-3628)24WA-3628 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques |
7/3/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-4954)24WA-4954 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
8/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-2141)24WA-2141 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
5/28/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices (Webinar) (24WA-1785)24WA-1785 | *Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths.*Overview of the proposed updated FLSA salary regulations*Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor.*Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor. |
5/11/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-2411)24WA-2411 | *Presence |
6/5/2024 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-3812)24WA-3812 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
7/11/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-4946)24WA-4946 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
8/15/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-4031)24WA-4031 | *Change management*Leadership |
7/17/2024 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-1683)24WA-1683 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
5/8/2024 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2154)24WA-2154 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
5/28/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-2131)24WA-2131 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
5/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-4021)24WA-4021 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
7/17/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-4942)24WA-4942 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
8/15/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-4848)24WA-4848 | *Accounting*Finance*Procurement*Operations |
8/12/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (24WA-4720)24WA-4720 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? |
8/8/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-2093)24WA-2093 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
5/25/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-2608)24WA-2608 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
6/8/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-1802)24WA-1802 | *Risk Assessment*Internal Controls*SAS 145 |
5/13/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-2031)24WA-2031 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
5/23/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-3983)24WA-3983 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
7/15/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-4830)24WA-4830 | *ESG*Sustainaibility |
8/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-1820)24WA-1820 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
5/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-2058)24WA-2058 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
5/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-1723)24WA-1723 | *Quality Management*Risk Assessment*SQMS |
5/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-4347)24WA-4347 | *SAS 145*Risk Assessment*Internal Controls |
7/27/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-5041)24WA-5041 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
8/19/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-2763)24WA-2763 | *Feedback |
6/12/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-2019)24WA-2019 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
5/22/2024 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-2692)24WA-2692 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
6/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-3361)24WA-3361 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
6/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-4210)24WA-4210 | *Relationships |
7/23/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-4598)24WA-4598 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
8/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-3673)24WA-3673 | *Communications |
7/5/2024 | 2 - 4:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-2346)24WA-2346 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/4/2024 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-1972)24WA-1972 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
5/21/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-2719)24WA-2719 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
6/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-3894)24WA-3894 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
7/12/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-2474)24WA-2474 | *Communication*Teamwork*Collaboration |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-4518)24WA-4518 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
8/2/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-1624)24WA-1624 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
5/4/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-4092)24WA-4092 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
7/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Controls - Why They Are Important (Webinar) (24WA-2426)24WA-2426 | *Internal Control History*COSO Internal Control Framework*Types of Internal Controls*Are Internal Controls Infallible?*Who is Responsible for Internal Controls?*Why Document Controls? |
6/5/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-2950)24WA-2950 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
6/17/2024 | 3 - 4:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-2581)24WA-2581 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
6/8/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-1732)24WA-1732 | *Team dynamics*Influence*Organizational behavior*Leadership |
5/10/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-4255)24WA-4255 | *Group Audits*Quality Management*Less Complex Entities |
7/24/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Keys to Maintaining Objectivity and Professional Skepticism (Webinar) (24WA-1654)24WA-1654 | *Introduction to maintaining objectivity and professional skepticism*Objectivity vs. independence*Techniques to ensure independence*How objective are you?*Objectivity actions |
5/6/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2024: Governmental Accounting and Auditing Update (Webinar) (24WA-4693)24WA-4693 | *GASB Pronouncements*Single Audit Issues*Yellow Book Issues*Audit Issues*Federal Funding Challenges |
8/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-4908)24WA-4908 | *Risk Assessment*Internal Controls*COSO |
8/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-5129)24WA-5129 | *Communications |
8/22/2024 | 12 - 2:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-2888)24WA-2888 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
6/15/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-1850)24WA-1850 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
5/14/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-4320)24WA-4320 | *Coaching*Effective Communication |
7/26/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-2268)24WA-2268 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/1/2024 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-4283)24WA-4283 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
7/25/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-3930)24WA-3930 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
7/13/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-3774)24WA-3774 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
7/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-1853)24WA-1853 | *Communication*Relationship-building*Active listening*Public speaking |
5/15/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-3052)24WA-3052 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
6/19/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-4661)24WA-4661 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
8/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-3918)24WA-3918 | *Accounting*Finance |
7/13/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-1787)24WA-1787 | *Risk Assessment*Common Deficiencies |
5/11/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-2213)24WA-2213 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
5/30/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-4731)24WA-4731 | *Accounting*Finance |
8/8/2024 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-2727)24WA-2727 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
6/11/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-2823)24WA-2823 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
6/13/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-4699)24WA-4699 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
8/7/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (24WA-4287)24WA-4287 | *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 |
7/25/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-3647)24WA-3647 | *Business management*Organization |
7/3/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-3516)24WA-3516 | *NOCLAR*529 Plans*Recently Issued Interpretations |
6/29/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-2071)24WA-2071 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
5/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-1637)24WA-1637 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
5/6/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Business Tax Update for Industry (Webinar) (24WA-3331)24WA-3331 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
6/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-3110)24WA-3110 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
6/20/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Internal Control Best Practices (Webinar) (24WA-2912)24WA-2912 | *Internal Controls*Frameworks |
6/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics in Today's World and Practical Application Tips (Webinar) (24WA-5085)24WA-5085 | *Explore a time-line of business ethical issues and understand the "why's around their occurrence"*Evaluate ethical theories*Explore risk factors for identifying ethical situations*Practical tips for profiling and dealing with ethical culture*Practice you knowledge with real-life ethical scenarios |
8/20/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-1638)24WA-1638 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
5/6/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-4230)24WA-4230 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
7/23/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-2118)24WA-2118 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
5/28/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-4844)24WA-4844 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
8/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-2555)24WA-2555 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
6/7/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ESOPs as a Succession Strategy (Webinar) (24WA-5109)24WA-5109 | *Succession Planning*Employee Benefits*Tax Advantages |
8/21/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-4634)24WA-4634 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
8/6/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Office Scripts: The New Macros (Webinar) (24WA-4393)24WA-4393 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate |
7/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-2807)24WA-2807 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
6/13/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-5047)24WA-5047 | *Code of Federal Regulation*Procurement*Federal Funds |
8/19/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-3978)24WA-3978 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
7/15/2024 | 4 - 4:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Consulting Services Secrets (Webinar) (24WA-5059)24WA-5059 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
8/19/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-2147)24WA-2147 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
5/28/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-4856)24WA-4856 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
8/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-4023)24WA-4023 | *Networking*Relationship Management |
7/17/2024 | 12 - 2:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Keys to Maintaining Objectivity and Professional Skepticism (Webinar) (24WA-3768)24WA-3768 | *Introduction to maintaining objectivity and professional skepticism*Objectivity vs. independence*Techniques to ensure independence*How objective are you?*Objectivity actions |
7/9/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3362)24WA-3362 | *Technology*Cybersecurity |
6/26/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-5058)24WA-5058 | *Forensic Accounting*Accounting*Auditing*Finance |
8/19/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-3206)24WA-3206 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/22/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-2743)24WA-2743 | *Sampling*ICFR*Single Audit Sampling |
6/11/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-3563)24WA-3563 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
7/1/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-4982)24WA-4982 | *Leases*Topic 842*Recognition & Measurement |
8/16/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-1656)24WA-1656 | *Persuasion*Influence |
5/7/2024 | 6 - 8:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-4835)24WA-4835 | *Accounting*Finance*Procurement*Inventory |
8/12/2024 | 11 p.m. - 12:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-1983)24WA-1983 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/21/2024 | 6 - 8 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-4234)24WA-4234 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
7/23/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Foundations for a Strong Internal Audit Department (Webinar) (24WA-1653)24WA-1653 | *Internal audit definition challenges*Independence challenges*Charter challenges*Authority challenges*Actions*Reporting challenges*Introduction to risk-based auditing*Risk-based auditing: steps and understanding*Identifying, responding and concluding on risk*Independence of audit plan*When management says NO |
5/6/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-3415)24WA-3415 | *Accounting*Finance*Cashflow |
6/27/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-4279)24WA-4279 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
7/25/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-5035)24WA-5035 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
8/19/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-4842)24WA-4842 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
8/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-2688)24WA-2688 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
6/10/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-2885)24WA-2885 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
6/15/2024 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-3427)24WA-3427 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
6/27/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-3994)24WA-3994 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
7/16/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Ten Must Know Features In Excel (Webinar) (24WA-3666)24WA-3666 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
7/4/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-5224)24WA-5224 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
8/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-1990)24WA-1990 | *negotiation |
5/22/2024 | 3 - 4:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-2605)24WA-2605 | *Diversity*Inclusion*Generations*Leadership*Engagement |
6/8/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-3655)24WA-3655 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
7/3/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
ACPEN Signature 2024: Small Business - Hot Tax Issues Today! (Webinar) (24WA-3423)24WA-3423 | *Record retention, record production to the IRS and related matters*Dealing with IRS correspondence and penalty notices*The IRS attack on limited partners and LLC members for additional self- employment tax intensifies*Subchapter S employment tax issues and reasonable compensation*Choice of Entity and Using Hybrid Entities with differing federal and state classifications*Subchapter S inadvertent termination traps and the cost of remedies*Business Exit Strategies and using various types of entities in tandem*Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen? |
6/27/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-3341)24WA-3341 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
6/26/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-3862)24WA-3862 | *civility*ethics |
7/12/2024 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Become Rich Without Selling Your Soul (Webinar) (24WA-2351)24WA-2351 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-3350)24WA-3350 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
6/26/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-4504)24WA-4504 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
8/2/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-1737)24WA-1737 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
5/10/2024 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-1911)24WA-1911 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
5/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-3724)24WA-3724 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
7/8/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-3407)24WA-3407 | *SAS 145*Risk Assessment*Internal Controls |
6/27/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-3773)24WA-3773 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
7/10/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-4240)24WA-4240 | *Mental Health Awareness |
7/24/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update (Webinar) (24WA-5111)24WA-5111 | *Ethics Update*Preparation Engagements*Compilation Engagements*Review Engagements*Hot GAAP Topics*New Quality Management Standards |
8/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-4624)24WA-4624 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
8/6/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-3253)24WA-3253 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-3250)24WA-3250 | *Internal Controls*Frameworks |
6/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 The Digital Home (Webinar) (24WA-4515)24WA-4515 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
8/2/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-2965)24WA-2965 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
6/17/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (24WA-4726)24WA-4726 | *The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion |
8/8/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-2453)24WA-2453 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
6/5/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-4768)24WA-4768 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
8/9/2024 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-2387)24WA-2387 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
6/4/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-3987)24WA-3987 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
7/15/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-2977)24WA-2977 | *Communication |
6/18/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-2072)24WA-2072 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
5/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-3765)24WA-3765 | *Group Audits*Quality Management*Less Complex Entities |
7/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-2909)24WA-2909 | *Quality Management*Risk Assessment*SQMS |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Real Estate Tax Update (Webinar) (24WA-5118)24WA-5118 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones |
8/21/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-4034)24WA-4034 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
7/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Managing Through Corporate Politics: The Achilles' Heel of Executing Professional Skepticism (Webinar) (24WA-3838)24WA-3838 | *Defining corporate politics*Impact of corporate politics*Types of corporate politics and remedies*Metaphors of corporate politics*Dispelling myths*The players |
7/11/2024 | 8 - 9:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-1946)24WA-1946 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
5/20/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-4905)24WA-4905 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 |
8/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S 2023 Top Ten Outlook Tips (Webinar) (24WA-4164)24WA-4164 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
7/20/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-1718)24WA-1718 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
5/9/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-3922)24WA-3922 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
7/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-3813)24WA-3813 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
7/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-2125)24WA-2125 | *Independence*Threats*Safeguards |
5/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-4609)24WA-4609 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
8/5/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-2828)24WA-2828 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
6/13/2024 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-2410)24WA-2410 | *Communications |
6/5/2024 | 8 - 10:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-3371)24WA-3371 | *Audit Evidence*Digital |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-3485)24WA-3485 | *Employment Data*Talent Strategy |
6/28/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-1754)24WA-1754 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
5/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-2841)24WA-2841 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-4064)24WA-4064 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
7/18/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-3726)24WA-3726 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
7/8/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-3532)24WA-3532 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
6/29/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-2169)24WA-2169 | *Forensic Accounting*Accounting*Auditing*Finance |
5/29/2024 | 1 - 2:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-2496)24WA-2496 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
6/6/2024 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Planning in an Uncertain World (Webinar) (24WA-1967)24WA-1967 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
5/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-4703)24WA-4703 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
8/7/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-2481)24WA-2481 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
6/6/2024 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (24WA-4815)24WA-4815 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development |
8/10/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-1636)24WA-1636 | *Persuasion*Executive Buy-In*Communication*Leadership |
5/6/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-3968)24WA-3968 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-2444)24WA-2444 | *Forensic Accounting*Accounting*Auditing*Finance |
6/5/2024 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-2445)24WA-2445 | *Forensic Accounting*Accounting*Auditing*Finance |
6/5/2024 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-5147)24WA-5147 | *Accounting*Finance |
8/22/2024 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-1765)24WA-1765 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
5/11/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-4637)24WA-4637 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
8/6/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2527)24WA-2527 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
6/6/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-2493)24WA-2493 | *Business Management*Organization |
6/6/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-3751)24WA-3751 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
7/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-4349)24WA-4349 | *Sampling*Monetary Unit Sampling |
7/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-4772)24WA-4772 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
8/9/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-4249)24WA-4249 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
7/24/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-4846)24WA-4846 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
8/12/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (24WA-5198)24WA-5198 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
8/23/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-4798)24WA-4798 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
8/10/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-5112)24WA-5112 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
8/21/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-3245)24WA-3245 | *Diversity*Inclusion*Generations*Leadership*Engagement |
6/24/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-2135)24WA-2135 | *Accounting*Finance*Financial Statements |
5/28/2024 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-5106)24WA-5106 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
8/21/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Single Audit from Beginning to End Update (Webinar) (24WA-4827)24WA-4827 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
8/12/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-2778)24WA-2778 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
6/12/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-2078)24WA-2078 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-2033)24WA-2033 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
5/23/2024 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Partnership Essentials: Review and Update (Webinar) (24WA-4652)24WA-4652 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts |
8/6/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (24WA-4049)24WA-4049 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues |
7/17/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-2448)24WA-2448 | *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 |
6/5/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-4947)24WA-4947 | *Forensic Accounting*Accounting*Auditing*Finance |
8/15/2024 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-2087)24WA-2087 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
5/25/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
SAS 145: Risk Assessment (Webinar) (24WA-5191)24WA-5191 | *SAS 145*Risk Assessment*Internal Controls |
8/23/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-3595)24WA-3595 | *Accounting*Finance*Financial Statements |
7/2/2024 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-4875)24WA-4875 | *Technology*Cybersecurity |
8/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Excel Best Practices (Webinar) (24WA-4289)24WA-4289 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
7/25/2024 | 2 - 9:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Accounting for Leases (Webinar) (24WA-3102)24WA-3102 | *Accounting*Finance*Financial Statement Preparation |
6/20/2024 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
2024 Spring Tax Review with Doug Van Der Aa (Webinar) (24WA-3741)24WA-3741 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships |
7/8/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-3274)24WA-3274 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
6/24/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-4505)24WA-4505 | *Communication*Feedback*Management*Leadership |
8/2/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-4715)24WA-4715 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/8/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Six Essential Teams Features (Webinar) (24WA-3644)24WA-3644 | *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 |
7/3/2024 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (24WA-2509)24WA-2509 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues |
6/6/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-3474)24WA-3474 | *Forensic Accounting*Accounting*Finance*Auditing |
6/28/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-4860)24WA-4860 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
8/12/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-4818)24WA-4818 | *Business Management*Hybrid work options |
8/12/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts (Webinar) (24WA-4397)24WA-4397 | *Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental)*Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*The most common efficiency opportunities for tailoring your audit approach based on risk*How to use the workpaper review process as a tool for producing a more effective and efficient engagement*Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose*How to use the client to your advantage in planning and performing the audit*Learn how to get the engagement out the door -- on time and on budget! |
7/29/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-1707)24WA-1707 | *Internal Controls*Walkthroughs*Documentation |
5/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (24WA-1617)24WA-1617 | *Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
5/4/2024 | 11:30 a.m. - 1:45 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-2128)24WA-2128 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
5/28/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-5054)24WA-5054 | *Accounting*Finance |
8/19/2024 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-4871)24WA-4871 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
8/13/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-2806)24WA-2806 | *Ethics*Leadership |
6/13/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-4608)24WA-4608 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-2910)24WA-2910 | *Audit Evidence*Digital |
6/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-4617)24WA-4617 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
8/5/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-2397)24WA-2397 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
6/4/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Build Your Personal Net Worth (Webinar) (24WA-1997)24WA-1997 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-2140)24WA-2140 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
5/28/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-4903)24WA-4903 | *Auditing*COSO 2013 Update |
8/14/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-2180)24WA-2180 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
5/29/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-3639)24WA-3639 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
7/3/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (24WA-5164)24WA-5164 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project |
8/22/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-4265)24WA-4265 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
7/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (24WA-4269)24WA-4269 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project |
7/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-2620)24WA-2620 | *Accounting*Finance*Financial Statements |
6/8/2024 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-2574)24WA-2574 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-5205)24WA-5205 | *Accounting*Finance*Procurement |
8/23/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-3000)24WA-3000 | *Technology*Cybersecurity |
6/18/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-3772)24WA-3772 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
7/10/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-4577)24WA-4577 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
8/5/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-5000)24WA-5000 | *Communication |
8/17/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-2850)24WA-2850 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
6/14/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-3591)24WA-3591 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues |
7/2/2024 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-3535)24WA-3535 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
6/29/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-3533)24WA-3533 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
6/29/2024 | 2 - 2:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-3771)24WA-3771 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
7/10/2024 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-4902)24WA-4902 | *Independence*Threats*Safeguards |
8/14/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-4313)24WA-4313 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
7/26/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-4250)24WA-4250 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
7/24/2024 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-4576)24WA-4576 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
8/5/2024 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-1734)24WA-1734 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
5/10/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-1843)24WA-1843 | *Corporate culture*Strategic planning*Leadership*Staff development |
5/14/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Applying the New Expected Credit Loss Model (Webinar) (24WA-4642)24WA-4642 | *Principles behind the new expectation credit loss model*Acceptable methods for evaluating expected credit loss for certain financial instruments*Enhanced disclosure requirements common for nonpublic entities |
8/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-2905)24WA-2905 | *Fraud*Fraud Triangle |
6/15/2024 | 8 - 9:20 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-4985)24WA-4985 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
8/16/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-4307)24WA-4307 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
7/26/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-5029)24WA-5029 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
8/17/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-3319)24WA-3319 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
6/25/2024 | 5 - 8:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-3713)24WA-3713 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
7/6/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-2526)24WA-2526 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
6/6/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Using OneNote More And Email Less (Webinar) (24WA-4586)24WA-4586 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
8/5/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-3290)24WA-3290 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
6/25/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-2654)24WA-2654 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
6/10/2024 | 9 p.m. - 12:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-2600)24WA-2600 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-3108)24WA-3108 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
6/20/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-2422)24WA-2422 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
6/5/2024 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-3717)24WA-3717 | *Relationships |
7/8/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-2786)24WA-2786 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
6/12/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-4600)24WA-4600 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
8/5/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-3037)24WA-3037 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
6/19/2024 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-4956)24WA-4956 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
8/16/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How Prevalent Is Retaliation Within Your Culture? (Webinar) (24WA-2222)24WA-2222 | *Retaliation protections*Speak up culture*Ethical culture |
5/30/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-4143)24WA-4143 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
7/19/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-2295)24WA-2295 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-4414)24WA-4414 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
7/30/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-3039)24WA-3039 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
6/19/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-3157)24WA-3157 | *NOCLAR*529 Plans*Recently Issued Interpretations |
6/21/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-2756)24WA-2756 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
6/11/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-3008)24WA-3008 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
6/18/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-3572)24WA-3572 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
7/1/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-3917)24WA-3917 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
7/13/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-2663)24WA-2663 | *Inventory accounting*GAAP*Methods for dealing with variances |
6/10/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-4244)24WA-4244 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
7/24/2024 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-2325)24WA-2325 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
6/3/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-2218)24WA-2218 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
5/30/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-5144)24WA-5144 | *Accounting*Finance |
8/22/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-3142)24WA-3142 | *Change management*Leadership |
6/21/2024 | 11 a.m. - 12:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-1735)24WA-1735 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
5/10/2024 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-1966)24WA-1966 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
5/21/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-3924)24WA-3924 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-3175)24WA-3175 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
6/22/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Key Tax Issues Facing Business and Industry (Webinar) (24WA-4614)24WA-4614 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee |
8/5/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting for Leases (Webinar) (24WA-4383)24WA-4383 | *Accounting*Finance*Financial Statement Preparation |
7/29/2024 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-2801)24WA-2801 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
6/13/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-1631)24WA-1631 | *Leadership |
5/6/2024 | 2 - 3:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-2978)24WA-2978 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
6/18/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-1897)24WA-1897 | *Accounting*Finance*Cash Investments |
5/16/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-4910)24WA-4910 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
8/14/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-1724)24WA-1724 | *Independence*Threats*Safeguards |
5/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Excel Best Practices And Features (Webinar) (24WA-4402)24WA-4402 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
7/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-3581)24WA-3581 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
7/2/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 Excel Best Practices (Webinar) (24WA-3878)24WA-3878 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
7/12/2024 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
IRAs: Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs (Webinar) (24WA-4038)24WA-4038 | *An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans*Roth IRA contribution phase-out limits as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules |
7/17/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-3795)24WA-3795 | *NAC*CECL*Leases |
7/10/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-2895)24WA-2895 | *Social Security*Retirement*Asset allocation*Fraud |
6/15/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-3373)24WA-3373 | *Group Audits*Quality Management*Less Complex Entities |
6/26/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-3459)24WA-3459 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
6/28/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-1749)24WA-1749 | *Leadership*Personality Types*Communication*Memory |
5/10/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-3299)24WA-3299 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-4677)24WA-4677 | *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 |
8/7/2024 | 12 - 7:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-5219)24WA-5219 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
8/23/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Form 990 Blind Spots and Hot Buttons (Webinar) (24WA-1954)24WA-1954 | *Form 990 overview*Common Form 990 Core Form Errors*Overview of the 16 Schedules |
5/20/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-3962)24WA-3962 | *Quality Management*Risk Assessment*SQMS |
7/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-2097)24WA-2097 | *Corporate culture*Strategic planning*Leadership*Staff development |
5/25/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
A Guide to Sampling: Part 1 (Webinar) (24WA-2616)24WA-2616 | *Sampling*Monetary Unit Sampling |
6/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-2238)24WA-2238 | *Accounting*Finance*Operations |
5/31/2024 | 11 p.m. - 12:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-2051)24WA-2051 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
5/23/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-1849)24WA-1849 | *Employee Relations*Culture*Leadership*Employee Retention |
5/14/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-4411)24WA-4411 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
7/30/2024 | 3 - 6:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-2454)24WA-2454 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
6/5/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-2639)24WA-2639 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
6/8/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The New AICPA Statements on Standards for Tax Services (Webinar) (24WA-2872)24WA-2872 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities |
6/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-2930)24WA-2930 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
6/15/2024 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-4583)24WA-4583 | *Performance audit standards*Performance audit types*Performance audit objectives |
8/5/2024 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-3791)24WA-3791 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
7/10/2024 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-3899)24WA-3899 | *Communication*Teamwork*Collaboration |
7/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-4495)24WA-4495 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
8/1/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-1919)24WA-1919 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
5/18/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-2463)24WA-2463 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
6/5/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-2014)24WA-2014 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
5/22/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-3440)24WA-3440 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
6/27/2024 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-4705)24WA-4705 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
8/7/2024 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-3588)24WA-3588 | *Inventory accounting*GAAP*Methods for dealing with variances |
7/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-5115)24WA-5115 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
8/21/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-3550)24WA-3550 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
7/1/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-4621)24WA-4621 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
8/5/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-2814)24WA-2814 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
6/13/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (24WA-2166)24WA-2166 | *Accounting*Finance |
5/29/2024 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (24WA-2472)24WA-2472 | *Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
6/6/2024 | 12:30 - 2:25 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Maintaining a Harmonious Working Environment (Webinar) (24WA-2579)24WA-2579 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
6/8/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-1646)24WA-1646 | *Code of Federal Regulation*Procurement*Federal Funds |
5/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (24WA-5229)24WA-5229 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
8/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (24WA-3956)24WA-3956 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel |
7/15/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-3208)24WA-3208 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
6/22/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-4352)24WA-4352 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
7/27/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-2197)24WA-2197 | *FRF for SMEs*Quality Management*Private Company Council |
5/30/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-1976)24WA-1976 | *Documentation*Deficiencies |
5/21/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-2659)24WA-2659 | *Ethics*Leadership |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Optimize Your Staff's Performance (Webinar) (24WA-3800)24WA-3800 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
7/10/2024 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-4237)24WA-4237 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
7/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-3735)24WA-3735 | *Accounting*Leadership*Management |
7/8/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-3069)24WA-3069 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
6/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
AI and You (Webinar) (24WA-3120)24WA-3120 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
6/20/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-1910)24WA-1910 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
5/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crypto, Blockchain and Taxes (Webinar) (24WA-2790)24WA-2790 | *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 |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-2152)24WA-2152 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
5/28/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-2813)24WA-2813 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/13/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Controls - Why They Are Important (Webinar) (24WA-1916)24WA-1916 | *Internal Control History*COSO Internal Control Framework*Types of Internal Controls*Are Internal Controls Infallible?*Who is Responsible for Internal Controls?*Why Document Controls? |
5/17/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-4366)24WA-4366 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
7/29/2024 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-5210)24WA-5210 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
8/23/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-1677)24WA-1677 | *Accounting and Finance |
5/7/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-2185)24WA-2185 | *Employee Relations*Culture*Leadership*Employee Retention |
5/29/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-4035)24WA-4035 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
7/17/2024 | 4 - 5:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-4793)24WA-4793 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
8/10/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-2433)24WA-2433 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
6/5/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-3138)24WA-3138 | *Presence |
6/21/2024 | 2 - 4:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Emotional Intelligence (Webinar) (24WA-4890)24WA-4890 | *Emotions*Relationships |
8/14/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-3317)24WA-3317 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
6/25/2024 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-5051)24WA-5051 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
8/19/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-4708)24WA-4708 | *Leadership*Recognition*Total Rewards*Employee Engagement |
8/7/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-2121)24WA-2121 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
5/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-4636)24WA-4636 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
8/6/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-5101)24WA-5101 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
8/21/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-2127)24WA-2127 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
5/28/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (24WA-4118)24WA-4118 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
7/19/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Top PDF Features You Should Know (Webinar) (24WA-4457)24WA-4457 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
7/31/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-2921)24WA-2921 | *NAC*CECL |
6/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-4241)24WA-4241 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
7/24/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-3389)24WA-3389 | *Diversity*Inclusion*Generations*Leadership*Engagement |
6/27/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-2991)24WA-2991 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
6/18/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
White-Collar Crime: What Every CPA Should Know (Webinar) (24WA-4160)24WA-4160 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime |
7/20/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Depreciation: Review and Update (Webinar) (24WA-3689)24WA-3689 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction |
7/5/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-4822)24WA-4822 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
8/12/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (24WA-1851)24WA-1851 | *Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
5/15/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-3964)24WA-3964 | *Internal Controls*Frameworks |
7/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-3817)24WA-3817 | *Independence*Threats*Safeguards |
7/11/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-3718)24WA-3718 | *Feedback |
7/8/2024 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Internal Controls - Why They Are Important (Webinar) (24WA-3401)24WA-3401 | *Internal Control History*COSO Internal Control Framework*Types of Internal Controls*Are Internal Controls Infallible?*Who is Responsible for Internal Controls?*Why Document Controls? |
6/27/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-4620)24WA-4620 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
8/5/2024 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-4713)24WA-4713 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
8/8/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-3940)24WA-3940 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
7/13/2024 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-2259)24WA-2259 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
6/1/2024 | 10 a.m. - 2:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-2104)24WA-2104 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
5/25/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-2634)24WA-2634 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
6/8/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-2385)24WA-2385 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/4/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management Skills: Strategies for Long-Term Success (Webinar) (24WA-1934)24WA-1934 | *Understand how much cash your organization will need*Where will you get cash? *Set cash management policy*Prevent cash management surprises |
5/18/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-2091)24WA-2091 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
5/25/2024 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
A Guide to Sampling: Part 2 (Webinar) (24WA-1805)24WA-1805 | *Sampling*ICFR*Single Audit Sampling |
5/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-3744)24WA-3744 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
7/9/2024 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-5132)24WA-5132 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
8/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (24WA-5020)24WA-5020 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements |
8/17/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-5122)24WA-5122 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
8/21/2024 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-2583)24WA-2583 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
6/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-5002)24WA-5002 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques |
8/17/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-4432)24WA-4432 | *Sampling*ICFR*Single Audit Sampling |
7/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-3242)24WA-3242 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
6/24/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-2630)24WA-2630 | *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 |
6/8/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-3598)24WA-3598 | *Forensic Accounting*Accounting*Finance*Auditing |
7/2/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-2919)24WA-2919 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
6/15/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-3443)24WA-3443 | *Recruiting & Retention*Talent Management*Employee Engagement |
6/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-3418)24WA-3418 | *Forensic Accounting*Accounting*Auditing*Finance |
6/27/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Identifying and Implementing the Proper Balance of Internal Controls (Webinar) (24WA-2551)24WA-2551 | *Introduction to identifying and implementing the proper balance of internal controls*Concepts, myths and facts of internal controls*Risks vs controls*Typical control types*Understanding controls and why they fail*Framework for controls identification |
6/7/2024 | 12 - 1:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-4639)24WA-4639 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
8/6/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-3775)24WA-3775 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
7/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-3796)24WA-3796 | *Leases*Topic 842*Recognition & Measurement |
7/10/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Powerful Public Speaking: Communicate With Confidence (Webinar) (24WA-4027)24WA-4027 | *Communications |
7/17/2024 | 8 - 10:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-2011)24WA-2011 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
5/22/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-2439)24WA-2439 | *Accounting*Finance*Auditing |
6/5/2024 | 12 - 1:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-2829)24WA-2829 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
6/13/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Crypto, Blockchain and Taxes (Webinar) (24WA-4531)24WA-4531 | *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 |
8/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-2855)24WA-2855 | *Leadership*Personality Types*Communication*Memory |
6/14/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-4441)24WA-4441 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
7/31/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-1664)24WA-1664 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
5/7/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-3881)24WA-3881 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
7/12/2024 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-2003)24WA-2003 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
5/22/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-4110)24WA-4110 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
7/19/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
IRAs: Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs (Webinar) (24WA-4728)24WA-4728 | *An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans*Roth IRA contribution phase-out limits as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules |
8/8/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-1778)24WA-1778 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
5/11/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-4551)24WA-4551 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
8/3/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (24WA-4202)24WA-4202 | *Forensic Accounting*Accounting*Auditing*Finance |
7/22/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-4558)24WA-4558 | *Ethics*Leadership |
8/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-3907)24WA-3907 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
7/13/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-1936)24WA-1936 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
5/18/2024 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Top PDF Features You Should Know (Webinar) (24WA-4972)24WA-4972 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
8/16/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-1767)24WA-1767 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
5/11/2024 | 3 - 4:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-2399)24WA-2399 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
6/4/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-4876)24WA-4876 | *Technology*Cybersecurity |
8/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-4446)24WA-4446 | *Information Technology*Artificial Intelligence (AI) |
7/31/2024 | 2 - 6:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-4552)24WA-4552 | *Change management*Leadership |
8/3/2024 | 9 - 10:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-2611)24WA-2611 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
6/8/2024 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-3107)24WA-3107 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
6/20/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-2532)24WA-2532 | *KPIs*Performance measures*Metrics |
6/7/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-3571)24WA-3571 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
7/1/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-3684)24WA-3684 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
7/5/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (24WA-3920)24WA-3920 | *Forensic Accounting*Accounting*Auditing*Finance |
7/13/2024 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-4067)24WA-4067 | *Reference Rate Reform*LIBOR*SOFR |
7/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-4319)24WA-4319 | *Leadership*Personality Types*Communication*Memory |
7/26/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-4134)24WA-4134 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
7/19/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (24WA-5110)24WA-5110 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers |
8/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-3304)24WA-3304 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
6/25/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-3430)24WA-3430 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
6/27/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-1920)24WA-1920 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
5/18/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-4534)24WA-4534 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
8/2/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-2715)24WA-2715 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
6/11/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-4473)24WA-4473 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
7/31/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-2865)24WA-2865 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
6/14/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-3564)24WA-3564 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
7/1/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-3672)24WA-3672 | *Persuasion*Influence |
7/5/2024 | 12 - 2:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-4053)24WA-4053 | *Employment Data*Talent Strategy |
7/17/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-3032)24WA-3032 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
6/19/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-4573)24WA-4573 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
8/3/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-1725)24WA-1725 | *Internal Controls*Frameworks |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-1628)24WA-1628 | *Feedback |
5/6/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-2488)24WA-2488 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
6/6/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-3729)24WA-3729 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
7/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Planning in an Uncertain World (Webinar) (24WA-4918)24WA-4918 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
8/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-4042)24WA-4042 | *Accounting and Finance |
7/17/2024 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-1647)24WA-1647 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
5/6/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-5056)24WA-5056 | *Forensic Accounting*Accounting*Auditing*Finance |
8/19/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-2926)24WA-2926 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
6/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-3979)24WA-3979 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
7/15/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-3837)24WA-3837 | *Internal Controls*Walkthroughs*Documentation |
7/11/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-4135)24WA-4135 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
7/19/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-3134)24WA-3134 | *Communications |
6/21/2024 | 12 - 2:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-5133)24WA-5133 | *Change management*Leadership |
8/22/2024 | 11 a.m. - 12:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-2940)24WA-2940 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
6/15/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-2597)24WA-2597 | *Technology*Cybersecurity |
6/8/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-4095)24WA-4095 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
7/18/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Financial Statement Fraud (Webinar) (24WA-1666)24WA-1666 | *Financial statement fraud |
5/7/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-1744)24WA-1744 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
5/10/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-1643)24WA-1643 | *ICOC*Compliance Testing*Major Program Determination |
5/6/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-3323)24WA-3323 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
6/25/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-4045)24WA-4045 | *Forensic Accounting*Accounting*Auditing*Finance |
7/17/2024 | 8 - 9:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-2943)24WA-2943 | *Leadership*Recognition*Total Rewards*Employee Engagement |
6/15/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-2678)24WA-2678 | *Accounting*Finance*Financial Statements |
6/10/2024 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-3275)24WA-3275 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
6/24/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-4913)24WA-4913 | *Internal Controls*Walkthroughs*Documentation |
8/14/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-4479)24WA-4479 | *Culture*Trust |
8/1/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-5033)24WA-5033 | *Communication*Leadership*Character*Behavior |
8/19/2024 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-2956)24WA-2956 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
6/17/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-4428)24WA-4428 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 |
7/30/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-2792)24WA-2792 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
6/12/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-2628)24WA-2628 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
6/8/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Real World Business Ethics Scenarios (Webinar) (24WA-3479)24WA-3479 | *The Angry Boss*Financial Close Dilemma*Petty Cash Fund*Management Incentives*I Need My Job |
6/28/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-2056)24WA-2056 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
5/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (24WA-3732)24WA-3732 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey |
7/8/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-1958)24WA-1958 | *Accounting*Finance*Financial Statement Preparation |
5/20/2024 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Build Your Personal Net Worth (Webinar) (24WA-1933)24WA-1933 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/18/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-2006)24WA-2006 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
5/22/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-2088)24WA-2088 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/25/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Speaking for Impact (Webinar) (24WA-1826)24WA-1826 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
5/14/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Depreciation: Guide to Capitalizing Tangible Property (Webinar) (24WA-3329)24WA-3329 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments |
6/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-1688)24WA-1688 | *Ethics*Leadership |
5/8/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-4698)24WA-4698 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
8/7/2024 | 10 - 10:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Appreciation Intelligence: The New AI (Webinar) (24WA-4816)24WA-4816 | *Languages of appreciation*Appreciation strategies |
8/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-2319)24WA-2319 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
6/3/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-3808)24WA-3808 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
7/11/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-5040)24WA-5040 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
8/19/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-2878)24WA-2878 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
6/14/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-3697)24WA-3697 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
7/5/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-4147)24WA-4147 | *Communication*Teamwork*Collaboration |
7/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Balance Sheet Management: The Least Understood Risk (Webinar) (24WA-1839)24WA-1839 | *Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
5/14/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-4426)24WA-4426 | *Risk Assessment*Internal Controls*SAS 145 |
7/30/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-4536)24WA-4536 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
8/2/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-1651)24WA-1651 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
5/6/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-4325)24WA-4325 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
7/26/2024 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-3192)24WA-3192 | *Benford's Law*Digital Analysis*Data analytics |
6/22/2024 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-5121)24WA-5121 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
8/21/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-4561)24WA-4561 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
8/3/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-4342)24WA-4342 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
7/27/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-4675)24WA-4675 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
8/7/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-3222)24WA-3222 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
6/22/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Accounting Solutions Mid-Market (Webinar) (24WA-3754)24WA-3754 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
7/9/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-2348)24WA-2348 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/4/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics: A Line in the Sand - Implications for Daily Business (Webinar) (24WA-2119)24WA-2119 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
5/28/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-4475)24WA-4475 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
8/1/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-4532)24WA-4532 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
8/2/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
When Leadership Fails (Webinar) (24WA-2576)24WA-2576 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
6/8/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tactical Cash Management (Webinar) (24WA-4510)24WA-4510 | *Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
8/2/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-3168)24WA-3168 | *Culture*Trust |
6/22/2024 | 9:15 - 10:40 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-2833)24WA-2833 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
6/13/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-3909)24WA-3909 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
7/13/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-2039)24WA-2039 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
5/23/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-2595)24WA-2595 | *Technology*Cybersecurity |
6/8/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating A Coaching Culture in Your Company (Webinar) (24WA-1717)24WA-1717 | *What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
5/9/2024 | 9 - 11:55 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-3437)24WA-3437 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates |
6/27/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-2671)24WA-2671 | *Reference Rate Reform*LIBOR*SOFR |
6/10/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-2762)24WA-2762 | *Relationships |
6/12/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-3501)24WA-3501 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
6/29/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Fraud Evaluations: A Guide for The Compliance Professional (Webinar) (24WA-2427)24WA-2427 | *Psychology Dynamics*COSO and Fraud*Fraud Theories*Opportunity Considerations*Added Dimensions*COSO Considerations*Control Environment Principles*Determining Internal Audit's Role*Understand the Business*Auditors and the IPPF*When Management Objects & Potential Steps |
6/5/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-4099)24WA-4099 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
7/18/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-4187)24WA-4187 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
7/22/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (24WA-3438)24WA-3438 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
6/27/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-2736)24WA-2736 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/11/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-3858)24WA-3858 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
7/12/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Excel Best Practices And Features (Webinar) (24WA-2831)24WA-2831 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security |
6/13/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-2300)24WA-2300 | *Coaching*Effective Communication |
6/3/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-2780)24WA-2780 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
6/12/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Webinar) (24WA-4623)24WA-4623 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
8/5/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-4884)24WA-4884 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
8/13/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-4103)24WA-4103 | *Communication |
7/19/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-3451)24WA-3451 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
6/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-4245)24WA-4245 | *KPIs*Performance measures*Metrics |
7/24/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-1931)24WA-1931 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
5/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (24WA-3115)24WA-3115 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/20/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-2075)24WA-2075 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
5/24/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-2418)24WA-2418 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/5/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-1947)24WA-1947 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
5/20/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-2355)24WA-2355 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
6/4/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-2520)24WA-2520 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
6/6/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Depreciation: Review and Update (Webinar) (24WA-5116)24WA-5116 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction |
8/21/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-3201)24WA-3201 | *Quality Management*Risk Assessment*SQMS*Independence |
6/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-3028)24WA-3028 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
6/19/2024 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-4394)24WA-4394 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
7/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-2898)24WA-2898 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
6/15/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-3260)24WA-3260 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
6/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-5212)24WA-5212 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-3952)24WA-3952 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
7/15/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Mid-Year Business Tax Update (Webinar) (24WA-3202)24WA-3202 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
6/22/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-5180)24WA-5180 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
8/23/2024 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-3587)24WA-3587 | *Performance metrics*Budgets |
7/2/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-3463)24WA-3463 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
6/28/2024 | 11 - 11:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-2750)24WA-2750 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
6/11/2024 | 6 - 6:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-4469)24WA-4469 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
7/31/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-2436)24WA-2436 | *Compensated Absences*Error Corrections*Accounting Changes |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-2234)24WA-2234 | *Performance audit standards*Performance audit types*Performance audit objectives |
5/31/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-3184)24WA-3184 | *Inventory accounting*GAAP*Methods for dealing with variances |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Balancing Employee and Employer Rights (Webinar) (24WA-5184)24WA-5184 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* |
8/23/2024 | 3 - 4:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-4640)24WA-4640 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues |
8/6/2024 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (24WA-4976)24WA-4976 | *Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of an activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under §1402 |
8/16/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-4935)24WA-4935 | *Accounting*Finance*Financial Statements |
8/15/2024 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-1741)24WA-1741 | *Diversity*Inclusion*Generations*Leadership*Engagement |
5/10/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-2184)24WA-2184 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
5/29/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-4171)24WA-4171 | *Forensic Accounting*Accounting*Auditing*Finance |
7/20/2024 | 10 - 11:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (24WA-2138)24WA-2138 | *Forensic Accounting*Accounting*Finance*Auditing |
5/28/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-3955)24WA-3955 | *Financial statement insight*Trend analysis*Financial benchmarks |
7/15/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-4310)24WA-4310 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
7/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-4509)24WA-4509 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
8/2/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-2934)24WA-2934 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
6/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Penalties and Abatements (Webinar) (24WA-1740)24WA-1740 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
5/10/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-4888)24WA-4888 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
8/13/2024 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-3348)24WA-3348 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
6/26/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-2070)24WA-2070 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
5/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-3592)24WA-3592 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
7/2/2024 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (24WA-4727)24WA-4727 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
8/8/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-1793)24WA-1793 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
5/13/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-4293)24WA-4293 | *Quality Management*Risk Assessment*SQMS |
7/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-4611)24WA-4611 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
8/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-4108)24WA-4108 | *Social Security*Retirement*Asset allocation*Fraud |
7/19/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (24WA-1878)24WA-1878 | *Character definition*Critical character attributes*Character self-awareness*Additional character identification techniques*Trust definitions*Waves of trust*Four cores of trust*Toxic trust and antibiotics |
5/16/2024 | 3:30 - 5:40 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-3287)24WA-3287 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
6/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-1961)24WA-1961 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
5/20/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Presentation and Disclosure (Webinar) (24WA-4173)24WA-4173 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances |
7/20/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-4722)24WA-4722 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
8/8/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-2424)24WA-2424 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
6/5/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-2553)24WA-2553 | *Accounting*Finance*Cash Investments |
6/7/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-4036)24WA-4036 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
7/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-2301)24WA-2301 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cash Management: Day to Day Best Practices (Webinar) (24WA-1935)24WA-1935 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash? *Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-4499)24WA-4499 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
8/1/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-4066)24WA-4066 | *Internal Controls Over Compliance*Compliance*Single Audits |
7/18/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-2271)24WA-2271 | *Business Management*Hybrid work options |
6/1/2024 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Management: Hiring to Retiring (Webinar) (24WA-5172)24WA-5172 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations |
8/22/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-3495)24WA-3495 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques |
6/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-4582)24WA-4582 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
8/5/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-2667)24WA-2667 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
6/10/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Best-In-Class Recruiting Strategies (Webinar) (24WA-2944)24WA-2944 | *Recruiting & Retention*Talent Management*Employee Engagement |
6/15/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-3785)24WA-3785 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
7/10/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-1900)24WA-1900 | *Leadership*Recognition*Total Rewards*Employee Engagement |
5/16/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
AI and You (Webinar) (24WA-1731)24WA-1731 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
5/9/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-2308)24WA-2308 | *Accounting*Finance*Procurement |
6/3/2024 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-2139)24WA-2139 | *Forensic Accounting*Accounting*Auditing*Finance |
5/28/2024 | 3 - 4:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-2246)24WA-2246 | *Accounting*Finance*Procurement*Operations |
5/31/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-5232)24WA-5232 | *Preparation*Compilation*Review |
8/24/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-3212)24WA-3212 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
6/22/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-4519)24WA-4519 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
8/2/2024 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-2849)24WA-2849 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
6/14/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-2506)24WA-2506 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
6/6/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Understanding Your Ransomware Risk (Webinar) (24WA-4165)24WA-4165 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
7/20/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (24WA-4193)24WA-4193 | *Clear Reflection of Income: Really?*The Verification Drill*Tax Ethics and the Conceptual Framework*The Tax Uncertainties Dance (Tax and Financial Reporting)*Cases and Controversies*Blanco v. United States*U.S. v. Fairchild*Conclusion |
7/22/2024 | 2:30 - 4:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Introduction to Forensic Accounting (Webinar) (24WA-3476)24WA-3476 | *Forensic Accounting*Accounting*Auditing*Finance |
6/28/2024 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-4254)24WA-4254 | *Code of Federal Regulation*Procurement*Federal Funds |
7/24/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-4753)24WA-4753 | *Common Defiencies*DOL*EBPs |
8/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-1893)24WA-1893 | *Forensic Accounting*Accounting*Auditing*Finance |
5/16/2024 | 11 a.m. - 12:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-4004)24WA-4004 | *Financial statement fraud |
7/16/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-3161)24WA-3161 | *Leases*Topic 842*Recognition & Measurement |
6/21/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-4197)24WA-4197 | *Accounting*Sales*Collections |
7/22/2024 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-2874)24WA-2874 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
6/14/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-3277)24WA-3277 | *Employee Relations*Culture*Leadership*Employee Retention |
6/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-2651)24WA-2651 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
6/10/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-4297)24WA-4297 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
7/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managerial Accounting: Your Prescription for Better Decisions (Webinar) (24WA-2685)24WA-2685 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting |
6/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-4797)24WA-4797 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
8/10/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
K2's Getting Started With Artificial Intelligence (Webinar) (24WA-2795)24WA-2795 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-5114)24WA-5114 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
8/21/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-3925)24WA-3925 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
7/13/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-4169)24WA-4169 | *Accounting*Finance*Financial Statements |
7/20/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-4427)24WA-4427 | *GAGAS*Yellow Book*Independence |
7/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-1887)24WA-1887 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
5/16/2024 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (24WA-3140)24WA-3140 | *Emotional Intelligence*Communication*Teamwork |
6/21/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-4730)24WA-4730 | *Accounting*Sales*Collections |
8/8/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-1881)24WA-1881 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
5/16/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-1891)24WA-1891 | *Accounting*Finance*Cashflow |
5/16/2024 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (24WA-4419)24WA-4419 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? |
7/30/2024 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-4178)24WA-4178 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
7/20/2024 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Contract and Procurement Fraud (Webinar) (24WA-3193)24WA-3193 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
6/22/2024 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-4878)24WA-4878 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
8/13/2024 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-1857)24WA-1857 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
5/15/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-1827)24WA-1827 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
5/14/2024 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
The Art of Conversation: A Relationship Approach to Networking (Webinar) (24WA-2082)24WA-2082 | *Networking*Relationship Management |
5/25/2024 | 9 - 11:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-3789)24WA-3789 | *GAGAS*Yellow Book*Independence |
7/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-2904)24WA-2904 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
6/15/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Organizational Effectiveness and Communication (Webinar) (24WA-3347)24WA-3347 | *Communication |
6/26/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-4619)24WA-4619 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
8/5/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-1932)24WA-1932 | *Technology*Cybersecurity |
5/18/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-2741)24WA-2741 | *GAGAS*Yellow Book*Independence |
6/11/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-4115)24WA-4115 | *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 |
7/19/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-2669)24WA-2669 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Independence Requirements for Auditors (Webinar) (24WA-2911)24WA-2911 | *Independence*Threats*Safeguards |
6/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Excel Charting And Visualizations (Webinar) (24WA-4290)24WA-4290 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
7/25/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-4897)24WA-4897 | *Competitive bids*Achieving target profitability |
8/14/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-2126)24WA-2126 | *Internal Controls*Frameworks |
5/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (24WA-3393)24WA-3393 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? |
6/27/2024 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-2641)24WA-2641 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
6/8/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-1694)24WA-1694 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
5/8/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-2725)24WA-2725 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
6/11/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Navigating Difficult Conversations with Clients (Webinar) (24WA-4148)24WA-4148 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
7/20/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (24WA-3557)24WA-3557 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
7/1/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3002)24WA-3002 | *Technology*Cybersecurity |
6/18/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Self-Rental Real Estate Passive Activity Rules (Webinar) (24WA-4657)24WA-4657 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
8/6/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-2696)24WA-2696 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-2558)24WA-2558 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
6/7/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-5135)24WA-5135 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
8/22/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-4503)24WA-4503 | *Communication*Leadership*Character*Behavior |
8/2/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (24WA-3383)24WA-3383 | *Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
6/27/2024 | 8:30 - 10:45 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-2406)24WA-2406 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
6/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (24WA-4262)24WA-4262 | *Forensic Accounting*Accounting*Auditing*Finance |
7/24/2024 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-3749)24WA-3749 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
7/9/2024 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-3886)24WA-3886 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
7/12/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update (Webinar) (24WA-3478)24WA-3478 | *Single Audit nuts and bolts discussion*Overview of the GAO's Fraud Risk Management Framework and the importance of fraud risk in a Single Audit*Specific audit issues arising related to Pandemic and Infrastructure funding programs*Review of unique elements of the 2024 Compliance Supplement (assuming it is out by then)*Proposed changes to specific Uniform Guidance rules and regulations |
6/28/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-3251)24WA-3251 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (24WA-4120)24WA-4120 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
7/19/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-2877)24WA-2877 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
6/14/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-2522)24WA-2522 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
6/6/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Retirement Planning Issues: Where We Stand Now (Webinar) (24WA-4530)24WA-4530 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) |
8/2/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-4236)24WA-4236 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
7/23/2024 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-3149)24WA-3149 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
6/21/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-2037)24WA-2037 | *Auditing*COSO 2013 Update |
5/23/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-2378)24WA-2378 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
6/4/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Understanding Your Ransomware Risk (Webinar) (24WA-4517)24WA-4517 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
8/2/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-2384)24WA-2384 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
6/4/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-3038)24WA-3038 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
6/19/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-3730)24WA-3730 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
7/8/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-5187)24WA-5187 | *Diversity*Inclusion*Generations*Leadership*Engagement |
8/23/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (24WA-4052)24WA-4052 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-3369)24WA-3369 | *ICOC*Compliance Testing*Major Program Determination |
6/26/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-3282)24WA-3282 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
6/25/2024 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-2257)24WA-2257 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
6/1/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-2840)24WA-2840 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
6/14/2024 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-3010)24WA-3010 | *Business Management*Organization |
6/18/2024 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-1875)24WA-1875 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Role of Internal Control in the Risk-Based Audit (Webinar) (24WA-3060)24WA-3060 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients |
6/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Public Procurement Basics: Protecting the People's Money (Webinar) (24WA-4755)24WA-4755 | *Code of Federal Regulation*Procurement*Federal Funds |
8/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-2928)24WA-2928 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
6/15/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-3181)24WA-3181 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
6/22/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-5009)24WA-5009 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
8/17/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-4997)24WA-4997 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
8/17/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (24WA-2469)24WA-2469 | *Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
6/6/2024 | 8:30 - 10:45 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
When Leadership Fails (Webinar) (24WA-3546)24WA-3546 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
7/1/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-3926)24WA-3926 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
7/13/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Next Generation Excel Reporting (Webinar) (24WA-4973)24WA-4973 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
8/16/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-2992)24WA-2992 | *Social Security*Retirement*Asset allocation*Fraud |
6/18/2024 | 5 - 8 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-3947)24WA-3947 | *Inventory accounting*GAAP*Methods for dealing with variances |
7/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-2548)24WA-2548 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/7/2024 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-4025)24WA-4025 | *Persuasion*Influence |
7/17/2024 | 2 - 4:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-2988)24WA-2988 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
6/18/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-4671)24WA-4671 | *Business Management*Organization |
8/7/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-3363)24WA-3363 | *Technology*Cybersecurity |
6/26/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-3540)24WA-3540 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
6/29/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllers Role in Data Analytics and Big Data (Webinar) (24WA-4522)24WA-4522 | *Accounting*Finance*Financial Statements |
8/2/2024 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-2766)24WA-2766 | *Leadership |
6/12/2024 | 2 - 3:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-4084)24WA-4084 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
7/18/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (24WA-4211)24WA-4211 | *Feedback |
7/23/2024 | 6 - 7:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Webinar) (24WA-3381)24WA-3381 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
6/26/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-3359)24WA-3359 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
6/26/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-4638)24WA-4638 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
8/6/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Progressive Management Accounting (Webinar) (24WA-4920)24WA-4920 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
8/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-4618)24WA-4618 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
8/5/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-2423)24WA-2423 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
6/5/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Great Divide: Successful Collaboration Across Generations for HR Professionals (Webinar) (24WA-5013)24WA-5013 | *Diversity*Inclusion*Generations*Leadership*Engagement |
8/17/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-4801)24WA-4801 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/10/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-4992)24WA-4992 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
8/16/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-2854)24WA-2854 | *Accounting*Leadership*Management |
6/14/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-2500)24WA-2500 | *Independence*Threats*Safeguards |
6/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-3049)24WA-3049 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/19/2024 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-2368)24WA-2368 | *ICOC*Compliance Testing*Major Program Determination |
6/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-4814)24WA-4814 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
8/10/2024 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (24WA-2968)24WA-2968 | *Employment Data*Talent Strategy |
6/17/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-2770)24WA-2770 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/12/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-4385)24WA-4385 | *Accounting*Finance*Procurement*Inventory |
7/29/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-2625)24WA-2625 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
6/8/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics: A Line in the Sand - Implications for Daily Business (Webinar) (24WA-1846)24WA-1846 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
5/14/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-2996)24WA-2996 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
6/18/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-3835)24WA-3835 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
7/11/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Was it Fraud or Just Poor Audit Quality? (Webinar) (24WA-1693)24WA-1693 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
5/8/2024 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-3980)24WA-3980 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
7/15/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-3235)24WA-3235 | *Communication*Teamwork*Collaboration |
6/24/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-4988)24WA-4988 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
8/16/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-2475)24WA-2475 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
6/6/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-4302)24WA-4302 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Documentation Methods for Internal Control Processes (Webinar) (24WA-4001)24WA-4001 | *Introduction to Proper Documentation*Responsibilities for Internal Control*Exploring What to Document*Documentation Types, Flowcharts, & Narratives*Policy and Procedures and IC Questions*Risk Control Matrices*Establishing A Defined Documentation Process*Flow Chart Symbols*Other Documentation Maturity Model & Issue Tracker*Other Documentation Testing Processes*Other Documentation Internal Audit Formal Reports & Summary*Proper Documentation |
7/16/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-2241)24WA-2241 | *Accounting*Finance*Procurement |
5/31/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-2007)24WA-2007 | *Financial statement insight*Trend analysis*Financial benchmarks |
5/22/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Accounting for Leases (Webinar) (24WA-2280)24WA-2280 | *Accounting*Finance*Financial Statement Preparation |
6/1/2024 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-2517)24WA-2517 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
6/6/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-2479)24WA-2479 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
6/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-4933)24WA-4933 | *Accounting*Finance*SG*Operations |
8/15/2024 | 5 - 6:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-1986)24WA-1986 | *Mental Health Awareness |
5/22/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-3071)24WA-3071 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
6/20/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Small Business Accounting Shootout (Webinar) (24WA-3527)24WA-3527 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
6/29/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (24WA-1908)24WA-1908 | *Communication*Feedback*Management*Leadership |
5/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-2884)24WA-2884 | *Change management*Leadership |
6/15/2024 | 9 - 10:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-1808)24WA-1808 | *Leases*Topic 842*Recognition & Measurement |
5/13/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Art of Marketing for CPAs (Webinar) (24WA-4377)24WA-4377 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
7/29/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-2712)24WA-2712 | *Communication*Leadership*Character*Behavior |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-4091)24WA-4091 | *Employee Relations*Culture*Leadership*Employee Retention |
7/18/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Control Best Practices (Webinar) (24WA-4295)24WA-4295 | *Internal Controls*Frameworks |
7/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-2165)24WA-2165 | *Accounting*Sales*Collections |
5/29/2024 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-2518)24WA-2518 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
6/6/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethics Hour: Ethics in the Real World (Webinar) (24WA-3951)24WA-3951 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues |
7/15/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-3113)24WA-3113 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
6/20/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Measuring Audit Risks (Webinar) (24WA-2842)24WA-2842 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
6/14/2024 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-3512)24WA-3512 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/29/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-3417)24WA-3417 | *Forensic Accounting*Accounting*Auditing*Finance |
6/27/2024 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-1869)24WA-1869 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
5/15/2024 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
Qualified Business Income (QBI) Deduction (Section 199A): The Ins and Outs (Webinar) (24WA-3966)24WA-3966 | *Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component)*Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB))*Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts*Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules*Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations*Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans)*Review the aggregation rules for the QBI computation and both the entity and individual level*Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s*Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation |
7/15/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (24WA-4260)24WA-4260 | *Accounting and Finance |
7/24/2024 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-2284)24WA-2284 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
6/3/2024 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Fraud Risk Management (Webinar) (24WA-4321)24WA-4321 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
7/26/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 OneDrive's Best Practices (Webinar) (24WA-5228)24WA-5228 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
8/24/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-2371)24WA-2371 | *Audit Evidence*Digital |
6/4/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-4014)24WA-4014 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
7/16/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Mid-Year Business Tax Update (Webinar) (24WA-1757)24WA-1757 | *Major changes to legislation*Start-up and organizational expenses*Employing a family member*Health insurance issues*Business use of home*Profit motive*Marijuana issues*Depreciation issues*Cryptocurrency*Employee vs. Independent Contractor issues*Meals and entertainment*Vehicle issues*Real estate issues*Section 199A issues*Compensation issues*Retirement plan issues*Penalties |
5/10/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-3145)24WA-3145 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
6/21/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-1948)24WA-1948 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
5/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-3556)24WA-3556 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
7/1/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Taking a Global View of Professional Ethics (Webinar) (24WA-4267)24WA-4267 | *What is "Ethics"?*Interaction between Law and Ethics*AICPA Code of Professional Conduct*IESBA Code of Ethics for Professional Accountants*Case Study: Ardent Harmony Fund v. BDO Trinity |
7/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Accounting for Leases (Webinar) (24WA-2304)24WA-2304 | *Accounting*Finance*Financial Statement Preparation |
6/3/2024 | 11 p.m. - 1:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-2658)24WA-2658 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
6/10/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Ethics: A Line in the Sand - Implications for Daily Business (Webinar) (24WA-3297)24WA-3297 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
6/25/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (24WA-3875)24WA-3875 | *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 |
7/12/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Analysis (Webinar) (24WA-4174)24WA-4174 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors |
7/20/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-2817)24WA-2817 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
6/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-4258)24WA-4258 | *Accounting*Finance |
7/24/2024 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (24WA-5061)24WA-5061 | *Accounting*Finance*Cash Investments |
8/19/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-3510)24WA-3510 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
6/29/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-2622)24WA-2622 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
6/8/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (24WA-2788)24WA-2788 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation |
6/12/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
The Education Advantage: Strategies for Boosting Employee Retention and Engagement (Webinar) (24WA-1742)24WA-1742 | *Statistics on Turnover and Engagement*Professional Development Initiatives*Employee Retention*Educational Opportunities Available at the Individual and Organizational Level |
5/10/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-2497)24WA-2497 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
6/6/2024 | 4 - 5:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-1640)24WA-1640 | *Benford's Law*Digital Analysis*Data analytics |
5/6/2024 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-3794)24WA-3794 | *FRF for SMEs*Quality Management*Private Company Council |
7/10/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-2261)24WA-2261 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
6/1/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-4017)24WA-4017 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
7/16/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-5030)24WA-5030 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
8/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (24WA-2201)24WA-2201 | *Accounting*Finance |
5/30/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Independence Requirements for Auditors (Webinar) (24WA-4294)24WA-4294 | *Independence*Threats*Safeguards |
7/25/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
What's Going on at the AICPA (Webinar) (24WA-1703)24WA-1703 | *Group Audits*Quality Management*Less Complex Entities |
5/8/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-3970)24WA-3970 | *NAC*CECL |
7/15/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-2791)24WA-2791 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
6/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-2374)24WA-2374 | *Group Audits*Quality Management*Less Complex Entities |
6/4/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-2215)24WA-2215 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 QuickBooks for Accountants (Webinar) (24WA-4454)24WA-4454 | *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 |
7/31/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (24WA-4199)24WA-4199 | *Accounting*Finance*Cashflow |
7/22/2024 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-2900)24WA-2900 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
6/15/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (24WA-2403)24WA-2403 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard |
6/4/2024 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-3431)24WA-3431 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
6/27/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-4326)24WA-4326 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
7/26/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-2803)24WA-2803 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
6/13/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-4191)24WA-4191 | *Business Management*Organization |
7/22/2024 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-4633)24WA-4633 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
8/6/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-2311)24WA-2311 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
6/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-2353)24WA-2353 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/4/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (24WA-4542)24WA-4542 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations |
8/2/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Organizational Effectiveness and Communication (Webinar) (24WA-1921)24WA-1921 | *Communication |
5/18/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Controller Function: Elevating the Role (Webinar) (24WA-2538)24WA-2538 | *Accounting*Finance*Auditing*Business Development |
6/7/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-2250)24WA-2250 | *Leadership |
6/1/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-1807)24WA-1807 | *NAC*CECL*Leases |
5/13/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-3453)24WA-3453 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
6/28/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-4960)24WA-4960 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
8/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-2979)24WA-2979 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
6/18/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-3276)24WA-3276 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
6/24/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (24WA-4476)24WA-4476 | *Relationships |
8/1/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Managing Through Corporate Politics: The Achilles' Heel of Executing Professional Skepticism (Webinar) (24WA-1709)24WA-1709 | *Defining corporate politics*Impact of corporate politics*Types of corporate politics and remedies*Metaphors of corporate politics*Dispelling myths*The players |
5/8/2024 | 10 - 11:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-3770)24WA-3770 | *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 |
7/9/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-4602)24WA-4602 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
8/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-1706)24WA-1706 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
5/8/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-4497)24WA-4497 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
8/1/2024 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-1700)24WA-1700 | *Common Defiencies*DOL*EBPs |
5/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-2330)24WA-2330 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
6/3/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (24WA-2684)24WA-2684 | *Forensic Accounting*Accounting*Auditing*Finance |
6/10/2024 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-4832)24WA-4832 | *CECL*NAC*Independence |
8/12/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-4984)24WA-4984 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
8/16/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Keys to Maintaining Objectivity and Professional Skepticism (Webinar) (24WA-3020)24WA-3020 | *Introduction to maintaining objectivity and professional skepticism*Objectivity vs. independence*Techniques to ensure independence*How objective are you?*Objectivity actions |
6/18/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-5014)24WA-5014 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
8/17/2024 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-5225)24WA-5225 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
8/24/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-4839)24WA-4839 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
8/12/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emotional Intelligence (Webinar) (24WA-4544)24WA-4544 | *Emotions*Relationships |
8/3/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-3273)24WA-3273 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
6/24/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Qualified Business Income (QBI) Deduction (Section 199A): The Ins and Outs (Webinar) (24WA-4881)24WA-4881 | *Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component)*Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB))*Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts*Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules*Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations*Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans)*Review the aggregation rules for the QBI computation and both the entity and individual level*Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s*Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation |
8/13/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Expand Your Analytical Toolbox More Tools for Success (Webinar) (24WA-1896)24WA-1896 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full |
5/16/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-2149)24WA-2149 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
5/28/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Microsoft Teams (Webinar) (24WA-3960)24WA-3960 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
7/15/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-2853)24WA-2853 | *Business Management *Organization |
6/14/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-3787)24WA-3787 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
7/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Financial Accounting for Related Party Transactions (Webinar) (24WA-4180)24WA-4180 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
7/20/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-2036)24WA-2036 | *Independence*Threats*Safeguards |
5/23/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-3073)24WA-3073 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
6/20/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (24WA-4075)24WA-4075 | *Accounting*Finance*Procurement*Inventory |
7/18/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (24WA-3901)24WA-3901 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession |
7/13/2024 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-3761)24WA-3761 | *Common Defiencies*DOL*EBPs |
7/9/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Going on at the AICPA (Webinar) (24WA-2917)24WA-2917 | *Group Audits*Quality Management*Less Complex Entities |
6/15/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-4941)24WA-4941 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
8/15/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-5186)24WA-5186 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
8/23/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-3584)24WA-3584 | *Performance target design*Target testing |
7/2/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (24WA-2590)24WA-2590 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education |
6/8/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-4533)24WA-4533 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
8/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-5145)24WA-5145 | *Accounting and Finance |
8/22/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-2515)24WA-2515 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-2048)24WA-2048 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
5/23/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-4700)24WA-4700 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
8/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-4778)24WA-4778 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
8/9/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-4058)24WA-4058 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
7/18/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-1746)24WA-1746 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
5/10/2024 | 1 - 1:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (24WA-5107)24WA-5107 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. |
8/21/2024 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-2177)24WA-2177 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
5/29/2024 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-3681)24WA-3681 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
7/5/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Real World Business Ethics Scenarios (Webinar) (24WA-5160)24WA-5160 | *The Angry Boss*Financial Close Dilemma*Petty Cash Fund*Management Incentives*I Need My Job |
8/22/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Controllership Series: The Role of the Controller in ESG (Webinar) (24WA-2619)24WA-2619 | *Accounting*Finance*SG*Operations |
6/8/2024 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Introduction to Forensic Accounting (Webinar) (24WA-2683)24WA-2683 | *Forensic Accounting*Accounting*Auditing*Finance |
6/10/2024 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-4496)24WA-4496 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
8/1/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-2081)24WA-2081 | *Mental Health Awareness |
5/25/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-3232)24WA-3232 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
6/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-3585)24WA-3585 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
7/2/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-3695)24WA-3695 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
7/5/2024 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
When Leadership Fails (Webinar) (24WA-4868)24WA-4868 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
8/13/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-3089)24WA-3089 | *Leadership*Personality Types*Communication*Memory |
6/20/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-5233)24WA-5233 | *Quality Management*Risk Assessment*SQMS |
8/24/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (24WA-3486)24WA-3486 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture |
6/28/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-2260)24WA-2260 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/1/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-3900)24WA-3900 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
7/13/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-3027)24WA-3027 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-2027)24WA-2027 | *Presence |
5/23/2024 | 8 - 10:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
How AI and Synthetic Media Can Transform Your Communication (Webinar) (24WA-2810)24WA-2810 | *AI Fundamentals for HR*Strategic HR Communication*Synthetic Media in Onboarding*Dynamic Content Management*AI-Enhanced Stakeholder Engagement*Innovative Training with AI |
6/13/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (24WA-4612)24WA-4612 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
8/5/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-4852)24WA-4852 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
8/12/2024 | 4 - 5:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (24WA-2333)24WA-2333 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
6/3/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-3766)24WA-3766 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
7/9/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (24WA-4274)24WA-4274 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching |
7/24/2024 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-2025)24WA-2025 | *Persuasion*Influence |
5/23/2024 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-3932)24WA-3932 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
7/13/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-3306)24WA-3306 | *Code of Professional Conduct*Fraud*Professional Skepticism |
6/25/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-2459)24WA-2459 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
6/5/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-2580)24WA-2580 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
6/8/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-3869)24WA-3869 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
7/12/2024 | 1 - 1:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-4215)24WA-4215 | *Communications |
7/23/2024 | 10 a.m. - 12:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-4278)24WA-4278 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
7/25/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (24WA-4752)24WA-4752 | *ICOC*Compliance Testing*Major Program Determination |
8/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-2194)24WA-2194 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
5/30/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (24WA-5168)24WA-5168 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans |
8/22/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Resolving Ethical Dilemmas: You Make the Call (Webinar) (24WA-2365)24WA-2365 | *Ethical frameworks*Threats and safeguards to objectivity and independence |
6/4/2024 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-3481)24WA-3481 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
6/28/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-2800)24WA-2800 | *Conflicts |
6/13/2024 | 5 - 8:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-4028)24WA-4028 | *Presence |
7/17/2024 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-2920)24WA-2920 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-1662)24WA-1662 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
5/7/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-4695)24WA-4695 | *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 |
8/7/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-5140)24WA-5140 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
8/22/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-4574)24WA-4574 | *Communication*Teamwork*Collaboration |
8/5/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-1837)24WA-1837 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
5/14/2024 | 3 - 6:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Appreciation Intelligence: The New AI (Webinar) (24WA-2882)24WA-2882 | *Languages of appreciation*Appreciation strategies |
6/15/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Ten Must Know Features In Excel (Webinar) (24WA-4162)24WA-4162 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
7/20/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-3044)24WA-3044 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
6/19/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
SAS 145: Risk Assessment (Webinar) (24WA-2038)24WA-2038 | *SAS 145*Risk Assessment*Internal Controls |
5/23/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-3055)24WA-3055 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
6/19/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-3180)24WA-3180 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
6/22/2024 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-3159)24WA-3159 | *FRF for SMEs*Quality Management*Private Company Council |
6/21/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-2294)24WA-2294 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (24WA-4785)24WA-4785 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project |
8/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-2062)24WA-2062 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
5/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-3428)24WA-3428 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
6/27/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-3950)24WA-3950 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
7/15/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-4470)24WA-4470 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
7/31/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (24WA-3047)24WA-3047 | *The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion |
6/19/2024 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-3367)24WA-3367 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/26/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-2189)24WA-2189 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
5/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-2452)24WA-2452 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
6/5/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-2998)24WA-2998 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
6/18/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Client Ethical Challenges: The CPA's Guide (Webinar) (24WA-4179)24WA-4179 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
7/20/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
The Controller Function: Cash and Investments (Webinar) (24WA-1679)24WA-1679 | *Accounting*Finance |
5/7/2024 | 11 a.m. - 12:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-4659)24WA-4659 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
8/6/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-4214)24WA-4214 | *Leadership |
7/23/2024 | 6 - 7:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-3506)24WA-3506 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
6/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-4989)24WA-4989 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
8/16/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (24WA-3720)24WA-3720 | *Culture*Trust |
7/8/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (24WA-3674)24WA-3674 | *Presence |
7/5/2024 | 8 - 10:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (24WA-3127)24WA-3127 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed |
6/20/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-2539)24WA-2539 | *Accounting*Sales*Collections |
6/7/2024 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-4156)24WA-4156 | *Leadership*Personality Types*Communication*Memory |
7/20/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-3902)24WA-3902 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
7/13/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Yellow Book Update (Webinar) (24WA-4381)24WA-4381 | *Quality Management*Risk Assessment*SQMS*Independence |
7/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-1945)24WA-1945 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
5/20/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-4410)24WA-4410 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
7/30/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-2774)24WA-2774 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
6/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Auditing Made Easy (Webinar) (24WA-3091)24WA-3091 | *Performance audit standards*Performance audit types*Performance audit objectives |
6/20/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law (Webinar) (24WA-3843)24WA-3843 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application |
7/11/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Rewards and Recognition Strategies for Leaders (Webinar) (24WA-5170)24WA-5170 | *Leadership*Recognition*Total Rewards*Employee Engagement |
8/22/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-3524)24WA-3524 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The New AICPA Statements on Standards for Tax Services (Webinar) (24WA-3569)24WA-3569 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities |
7/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Social Media: The Bare Necessities (Webinar) (24WA-1941)24WA-1941 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
5/20/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (24WA-4939)24WA-4939 | *Forensic Accounting*Accounting*Auditing*Finance |
8/15/2024 | 6 - 7:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-3928)24WA-3928 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
7/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (24WA-3488)24WA-3488 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Ethics: Cases From the Real World (Webinar) (24WA-3810)24WA-3810 | *Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments? *What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
7/11/2024 | 5 - 8:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-4284)24WA-4284 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
7/25/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Build Your Personal Net Worth (Webinar) (24WA-1801)24WA-1801 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
5/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Cash and Investments (Webinar) (24WA-2443)24WA-2443 | *Accounting*Finance |
6/5/2024 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-2754)24WA-2754 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
6/11/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-3945)24WA-3945 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
7/15/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controllership Series: Financial Statement Preparation (Webinar) (24WA-2307)24WA-2307 | *Accounting*Finance*Financial Statement Preparation |
6/3/2024 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Emotional Intelligence (Webinar) (24WA-2249)24WA-2249 | *Emotions*Relationships |
6/1/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-3629)24WA-3629 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
7/3/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (24WA-3426)24WA-3426 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals |
6/27/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 Mastering Advanced Excel Functions (Webinar) (24WA-4451)24WA-4451 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
7/31/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Enact Retaliation Abatement and Monitoring Measures (Webinar) (24WA-3484)24WA-3484 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture |
6/28/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-3573)24WA-3573 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
7/1/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (24WA-3824)24WA-3824 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk |
7/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-3133)24WA-3133 | *Leadership |
6/21/2024 | 10 - 11:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (24WA-4259)24WA-4259 | *Accounting and Finance |
7/24/2024 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (24WA-2085)24WA-2085 | *Change management*Leadership |
5/25/2024 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-1753)24WA-1753 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
5/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Maintaining a Harmonious Working Environment (Webinar) (24WA-3241)24WA-3241 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
6/24/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Key Tax Issues Facing Business and Industry (Webinar) (24WA-5117)24WA-5117 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee |
8/21/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (24WA-3551)24WA-3551 | *Communication*Leadership*Character*Behavior |
7/1/2024 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-3910)24WA-3910 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
7/13/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Collaborative Communications: Working with Diverse Styles (Webinar) (24WA-5068)24WA-5068 | *Communications |
8/20/2024 | 5 - 7:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-2105)24WA-2105 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
5/25/2024 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (24WA-2838)24WA-2838 | *Communication*Teamwork*Collaboration |
6/14/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the Real World: Living Values for Today (Webinar) (24WA-3558)24WA-3558 | *Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public*Hire and promote people with a well-grounded sense of personal ethics*Interpret your code for ordinary circumstances*Communicate expectations for employees to act in an ethical manner*Lead by example*Teach employees the basic tools of ethical decision making*Back your code with enforcement*Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
7/1/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-3258)24WA-3258 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
6/24/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-4412)24WA-4412 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
7/30/2024 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-4974)24WA-4974 | *Risk Assessment*Internal Controls*SAS 145 |
8/16/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-5226)24WA-5226 | *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 |
8/24/2024 | 2 - 9:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Drive Results with Metrics (Webinar) (24WA-3946)24WA-3946 | *Performance metrics*Budgets |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (24WA-3601)24WA-3601 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query |
7/2/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (24WA-4029)24WA-4029 | *Conflicts |
7/17/2024 | 12 - 3:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Untold LinkedIn Hyper-Growth Story (Webinar) (24WA-4398)24WA-4398 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy |
7/29/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-3712)24WA-3712 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
7/6/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (24WA-4201)24WA-4201 | *Forensic Accounting*Accounting*Auditing*Finance |
7/22/2024 | 1 - 2:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-2866)24WA-2866 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
6/14/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-4660)24WA-4660 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
8/7/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-4272)24WA-4272 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
7/24/2024 | 4 - 5:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-3467)24WA-3467 | *Corporate culture*Strategic planning*Leadership*Staff development |
6/28/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Nonprofit Taxation Rules and Form 990 (Webinar) (24WA-4332)24WA-4332 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) |
7/26/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-1956)24WA-1956 | *Accounting*Finance*Operations |
5/20/2024 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-1752)24WA-1752 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
5/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-2296)24WA-2296 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
6/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-1980)24WA-1980 | *CECL*NAC*Independence |
5/21/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-2044)24WA-2044 | *Internal Controls*Walkthroughs*Documentation |
5/23/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-4893)24WA-4893 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/14/2024 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-4769)24WA-4769 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
8/9/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Webinar) (24WA-3804)24WA-3804 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
7/10/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-1736)24WA-1736 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
5/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Deficiencies in SSARS Engagements (Webinar) (24WA-4593)24WA-4593 | *Preparation*Compilation*Review |
8/5/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-2586)24WA-2586 | *KPIs*Performance measures*Metrics |
6/8/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 OneDrive's Best Practices (Webinar) (24WA-3642)24WA-3642 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
7/3/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
How to Make Difficult People Disappear...Without Going to Jail (Webinar) (24WA-3743)24WA-3743 | *Team dynamics*Influence*Organizational behavior*Leadership |
7/9/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-3358)24WA-3358 | *Remote workforce*Employee retention*Staff turnover |
6/26/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
2024 Spring Tax Review with Doug Van Der Aa (Webinar) (24WA-4651)24WA-4651 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships |
8/6/2024 | 6 - 10 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Real Estate Professionals: Passive Activity Rules (Webinar) (24WA-2050)24WA-2050 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction |
5/23/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (24WA-4759)24WA-4759 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book |
8/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
SECURE Act 2.0: What You Need to Know (Webinar) (24WA-2329)24WA-2329 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage |
6/3/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (24WA-2002)24WA-2002 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) |
5/22/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-1804)24WA-1804 | *NOCLAR*529 Plans*Recently Issued Interpretations |
5/13/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-1798)24WA-1798 | *Technology*Cybersecurity |
5/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-4315)24WA-4315 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
7/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Successful Family Business (Webinar) (24WA-2278)24WA-2278 | *Business management*Organization |
6/1/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-1882)24WA-1882 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
5/16/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Let's End Business Ethics (Webinar) (24WA-3805)24WA-3805 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
7/11/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Controllership Series: The Financial Close Process (Webinar) (24WA-2679)24WA-2679 | *Accounting*Finance*Financial Statements |
6/10/2024 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-3210)24WA-3210 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-3739)24WA-3739 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
7/8/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-4306)24WA-4306 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
7/25/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Crypto, Blockchain and Taxes (Webinar) (24WA-4354)24WA-4354 | *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 |
7/27/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-3177)24WA-3177 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
6/22/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-3715)24WA-3715 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
7/6/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-3682)24WA-3682 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
7/5/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-1629)24WA-1629 | *negotiation |
5/6/2024 | 1 - 2:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Financial Acumen for the HR Professional (Webinar) (24WA-4493)24WA-4493 | *Financial statement insight*Trend analysis*Financial benchmarks |
8/1/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Negotiation Strategy: What to do Before, During and After (Webinar) (24WA-2764)24WA-2764 | *negotiation |
6/12/2024 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-1978)24WA-1978 | *ESG*Sustainaibility |
5/21/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-3163)24WA-3163 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership |
6/21/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's CPA Firm Technology and Management Update (Webinar) (24WA-3604)24WA-3604 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability |
7/2/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 The Digital Home (Webinar) (24WA-3667)24WA-3667 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
7/4/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-3432)24WA-3432 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
6/27/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Advanced Collaboration Solutions (Webinar) (24WA-5154)24WA-5154 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology |
8/22/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-3611)24WA-3611 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
7/2/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-3519)24WA-3519 | *NAC*CECL*Leases |
6/29/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-4195)24WA-4195 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
7/22/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Business Losses: Going Backward and Forward (Webinar) (24WA-2697)24WA-2697 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
6/10/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (24WA-2914)24WA-2914 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Up Your Influence: How To Get What You want (Webinar) (24WA-1618)24WA-1618 | *Persuasion*Influence |
5/4/2024 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (24WA-2029)24WA-2029 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
5/23/2024 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Shortcuts to Personal and Professional Success (Webinar) (24WA-2615)24WA-2615 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
6/8/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-3578)24WA-3578 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
7/2/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's 2023 Using OneNote More And Email Less (Webinar) (24WA-5192)24WA-5192 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
8/23/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-2373)24WA-2373 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
6/4/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (24WA-1779)24WA-1779 | *The basic benefits of why *The 5-15 report *Curiosity and creativity |
5/11/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Consulting Services Secrets (Webinar) (24WA-3316)24WA-3316 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Mid-Year Individual Tax Update (Webinar) (24WA-2787)24WA-2787 | *Major changes to legislation*Status issues*Divorce issues*Death of a taxpayer issues*Military issues*Income and deduction planning ideas*Non-resident and resident alien issues*Foreign related reporting issues*Cryptocurrency*Compensation and fringe benefits*Social Security issues*Capital gains*Deduction issues*Kiddie Tax*Various credits |
6/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-3567)24WA-3567 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
7/1/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-5070)24WA-5070 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
8/20/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-3255)24WA-3255 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
6/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-4184)24WA-4184 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
7/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Public Speaking and Confident Communication in Business (Webinar) (24WA-3555)24WA-3555 | *Communication*Public Speaking*Presentation Skills |
7/1/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (24WA-4068)24WA-4068 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes *Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and §704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions -- cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*§754 optional basis adjustments and mandatory adjustments |
7/18/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-4382)24WA-4382 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
7/29/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
Fraud Risk Management (Webinar) (24WA-4749)24WA-4749 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
8/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-2420)24WA-2420 | *Ethics*Leadership |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics in Today's World and Practical Application Tips (Webinar) (24WA-3380)24WA-3380 | *Explore a time-line of business ethical issues and understand the "why's around their occurrence"*Evaluate ethical theories*Explore risk factors for identifying ethical situations*Practical tips for profiling and dealing with ethical culture*Practice you knowledge with real-life ethical scenarios |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics in Today's World and Practical Application Tips (Webinar) (24WA-2749)24WA-2749 | *Explore a time-line of business ethical issues and understand the "why's around their occurrence"*Evaluate ethical theories*Explore risk factors for identifying ethical situations*Practical tips for profiling and dealing with ethical culture*Practice you knowledge with real-life ethical scenarios |
6/11/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-3721)24WA-3721 | *Leadership |
7/8/2024 | 12 - 1:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-3283)24WA-3283 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
6/25/2024 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
The Controller Function: Strategic and Annual Planning (Webinar) (24WA-1675)24WA-1675 | *Accounting*Finance*Auditing |
5/7/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-2181)24WA-2181 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
5/29/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-4299)24WA-4299 | *NAC*CECL |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-1847)24WA-1847 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
5/14/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Dashboard and Report Design Principles Using Excel (Webinar) (24WA-3500)24WA-3500 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
6/29/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-2613)24WA-2613 | *Auditing*COSO 2013 Update |
6/8/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-2699)24WA-2699 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
6/10/2024 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-5183)24WA-5183 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
8/23/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top 10 Business Myths and How to Avoid Them (Webinar) (24WA-3461)24WA-3461 | *What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-5045)24WA-5045 | *Common Defiencies*DOL*EBPs |
8/19/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (24WA-3156)24WA-3156 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes *Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and §704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions -- cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*§754 optional basis adjustments and mandatory adjustments |
6/21/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-1844)24WA-1844 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
5/14/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-3397)24WA-3397 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
6/27/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-3589)24WA-3589 | *Competitive bids*Achieving target profitability |
7/2/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-2746)24WA-2746 | *Leases*Topic 842*Recognition & Measurement |
6/11/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-3378)24WA-3378 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
6/26/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Better Forecasts: Be a Better Predictor (Webinar) (24WA-1713)24WA-1713 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
5/9/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-3375)24WA-3375 | *Business management*Organization |
6/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-3034)24WA-3034 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/19/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-2832)24WA-2832 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
6/13/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (24WA-3147)24WA-3147 | *Persuasion*Executive Buy-In*Communication*Leadership |
6/21/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-2695)24WA-2695 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
6/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prevention and Detection of Fraud in Small Businesses (Webinar) (24WA-5179)24WA-5179 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management |
8/23/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-4625)24WA-4625 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
8/6/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (24WA-2110)24WA-2110 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception |
5/28/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-2744)24WA-2744 | *FRF for SMEs*Quality Management*Private Company Council |
6/11/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-4975)24WA-4975 | *GAGAS*Yellow Book*Independence |
8/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-4559)24WA-4559 | *Technology*Cybersecurity |
8/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-3054)24WA-3054 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
6/19/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-2747)24WA-2747 | *Business management*Organization |
6/11/2024 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-1684)24WA-1684 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
5/8/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-3575)24WA-3575 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
7/1/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-3574)24WA-3574 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
7/1/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-4083)24WA-4083 | *Accounting*Finance*Procurement*Operations |
7/18/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-1747)24WA-1747 | *Business Management *Organization |
5/10/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Tax Power Ethics for Tax Professionals (Webinar) (24WA-4078)24WA-4078 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* |
7/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices (Webinar) (24WA-3971)24WA-3971 | *Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths.*Overview of the proposed updated FLSA salary regulations*Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor.*Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor. |
7/15/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-3948)24WA-3948 | *Competitive bids*Achieving target profitability |
7/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-3470)24WA-3470 | *Accounting*Finance |
6/28/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Psychology of Fraud (Webinar) (24WA-5102)24WA-5102 | *Fraud*Fraud Triangle |
8/21/2024 | 8 - 9:20 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Connected Leadership: Foster and Retain an Engaged Team (Webinar) (24WA-1992)24WA-1992 | *Leadership |
5/22/2024 | 10 - 11:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-3656)24WA-3656 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
7/3/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-1790)24WA-1790 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
5/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-2655)24WA-2655 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
6/10/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-4791)24WA-4791 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
8/10/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-2668)24WA-2668 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
6/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (24WA-3404)24WA-3404 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
6/27/2024 | 9 a.m. - 1:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
Common Deficiencies in Employee Benefit Plans (Webinar) (24WA-3370)24WA-3370 | *Common Defiencies*DOL*EBPs |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-4540)24WA-4540 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
8/2/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-2997)24WA-2997 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
6/18/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
State Tax Nexus: Frequently Awkward Questions (Webinar) (24WA-2243)24WA-2243 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources |
5/31/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: Sales, Collections and Customer Credit (Webinar) (24WA-4807)24WA-4807 | *Accounting*Sales*Collections |
8/10/2024 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
The Power of a Good Story! (Webinar) (24WA-4915)24WA-4915 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
8/14/2024 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-2972)24WA-2972 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
6/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-3031)24WA-3031 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
6/19/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Controller Function: Inventory Part 1 (Webinar) (24WA-4834)24WA-4834 | *Accounting*Finance*Operations |
8/12/2024 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-3590)24WA-3590 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
7/2/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-4456)24WA-4456 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
7/31/2024 | 3 - 10:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-4803)24WA-4803 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
8/10/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (24WA-3356)24WA-3356 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
6/26/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-2773)24WA-2773 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
6/12/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-3095)24WA-3095 | *Business Management*Hybrid work options |
6/20/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-3933)24WA-3933 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
7/13/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (24WA-2134)24WA-2134 | *Accounting*Finance |
5/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (24WA-2471)24WA-2471 | *Character definition*Critical character attributes*Character self-awareness*Additional character identification techniques*Trust definitions*Waves of trust*Four cores of trust*Toxic trust and antibiotics |
6/6/2024 | 3:30 - 5:40 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (24WA-1879)24WA-1879 | *Public speaking*Presentation Skills*Communication*Leadership |
5/16/2024 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Fraud Evaluations: A Guide for The Compliance Professional (Webinar) (24WA-3402)24WA-3402 | *Psychology Dynamics*COSO and Fraud*Fraud Theories*Opportunity Considerations*Added Dimensions*COSO Considerations*Control Environment Principles*Determining Internal Audit's Role*Understand the Business*Auditors and the IPPF*When Management Objects & Potential Steps |
6/27/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciation: Guide to Capitalizing Tangible Property (Webinar) (24WA-2933)24WA-2933 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments |
6/15/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-3816)24WA-3816 | *Corporate culture*Strategic planning*Leadership*Staff development |
7/11/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-3012)24WA-3012 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
6/18/2024 | 5 - 6:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2561)24WA-2561 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
6/7/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Internal Control Fundamentals (Webinar) (24WA-3017)24WA-3017 | *Risk Assessment*Internal Controls*COSO |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-1812)24WA-1812 | *Accounting*Finance*Financial Statements |
5/13/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (24WA-2461)24WA-2461 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes |
6/5/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-2162)24WA-2162 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
5/29/2024 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (24WA-3645)24WA-3645 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
7/3/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (24WA-3552)24WA-3552 | *Communication*Leadership*Character*Behavior |
7/1/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-2492)24WA-2492 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (24WA-2395)24WA-2395 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation |
6/4/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-3758)24WA-3758 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
7/9/2024 | 6 p.m. - 1:30 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (24WA-4224)24WA-4224 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership |
7/23/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-1884)24WA-1884 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
5/16/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-3523)24WA-3523 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
6/29/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-5089)24WA-5089 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
8/20/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Shortcuts to Personal and Professional Success (Webinar) (24WA-4566)24WA-4566 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
8/3/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-3634)24WA-3634 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
7/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-3653)24WA-3653 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
7/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-2495)24WA-2495 | *Corporate culture*Strategic planning*Leadership*Staff development |
6/6/2024 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-1974)24WA-1974 | *Financial statement fraud |
5/21/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Controllership Series: The Financial Close Process (Webinar) (24WA-3596)24WA-3596 | *Accounting*Finance*Financial Statements |
7/2/2024 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Progressive Management Accounting (Webinar) (24WA-2248)24WA-2248 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change |
6/1/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Strategic Synergy: Unleashing HR's Impact on Business Strategy (Webinar) (24WA-3679)24WA-3679 | *The Evolution of HR in Business Strategy*Business Acumen for HR Professionals*Strategic HR Concepts*Technology and HR*Alignment with Business Objectives |
7/5/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Business Intelligence (BI) and Business Analytics (BA) (Webinar) (24WA-2565)24WA-2565 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession |
6/8/2024 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics for CPAs: The Practical and the Possible (Webinar) (24WA-2244)24WA-2244 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions |
5/31/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Business Valuation Fundamentals (Webinar) (24WA-4898)24WA-4898 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
8/14/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (24WA-4492)24WA-4492 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/1/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Measuring Audit Risks (Webinar) (24WA-2478)24WA-2478 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality |
6/6/2024 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-3580)24WA-3580 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
7/2/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (24WA-3196)24WA-3196 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
6/22/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-2199)24WA-2199 | *Leases*Topic 842*Recognition & Measurement |
5/30/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Section 174: New Rules for the R&E Deduction (Webinar) (24WA-2020)24WA-2020 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
5/22/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-4892)24WA-4892 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
8/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-3229)24WA-3229 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
6/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Multistate Taxation: Issues and Planning Opportunities (Webinar) (24WA-3419)24WA-3419 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation |
6/27/2024 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-4980)24WA-4980 | *FRF for SMEs*Quality Management*Private Company Council |
8/16/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-3778)24WA-3778 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
7/10/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Organizational Effectiveness and Communication (Webinar) (24WA-2707)24WA-2707 | *Communication |
6/11/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Assessing Independence Under the New Yellow Book (Webinar) (24WA-3013)24WA-3013 | *Independence*Threats*Safeguards |
6/18/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (24WA-3225)24WA-3225 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting |
6/22/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-2179)24WA-2179 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
5/29/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Networking Works: Build Relationships to Build Your Business (Webinar) (24WA-4891)24WA-4891 | *Communication*Relationship-building*Active listening*Public speaking |
8/14/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-5004)24WA-5004 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
8/17/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-3231)24WA-3231 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
6/22/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WA-3762)24WA-3762 | *Audit Evidence*Digital |
7/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-4474)24WA-4474 | *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 |
7/31/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Nonprofit Accounting and Financial Reporting Explained (Webinar) (24WA-4268)24WA-4268 | *Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures*Executive summary of recent Accounting Standards Updates *Overview of fair value disclosure requirements and implementation issues*Discussion of issues related to donor-restricted endowment funds*Classification of net assets and reclassifications*Endowments, including accounting, disclosures and UPMIFA*Noncascontributions*Contributions received and receivable*Expense recognition issues*Reporting expenses by function and nature*Other relevant matters unique to the nonprofit environment |
7/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-3204)24WA-3204 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
6/22/2024 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-2229)24WA-2229 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
5/31/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control Frameworks for Single Audit (Webinar) (24WA-1698)24WA-1698 | *Auditing*COSO 2013 Update |
5/8/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Public Speaking and Confident Communication in Business (Webinar) (24WA-2718)24WA-2718 | *Communication*Public Speaking*Presentation Skills |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-3357)24WA-3357 | *Social Security*Retirement*Asset allocation*Fraud |
6/26/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Organizational Effectiveness and Communication (Webinar) (24WA-2887)24WA-2887 | *Communication |
6/15/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (24WA-5073)24WA-5073 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership |
8/20/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Accounting for Leases (Webinar) (24WA-2237)24WA-2237 | *Accounting*Finance*Financial Statement Preparation |
5/31/2024 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
Best Practices: Conducting Meaningful Walkthroughs (Webinar) (24WA-3018)24WA-3018 | *Internal Controls*Walkthroughs*Documentation |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-2867)24WA-2867 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
6/14/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-3889)24WA-3889 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
7/12/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-1772)24WA-1772 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
5/11/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-2381)24WA-2381 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
6/4/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (24WA-5092)24WA-5092 | *Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
8/21/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-2263)24WA-2263 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
6/1/2024 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-2484)24WA-2484 | *Inventory accounting*GAAP*Methods for dealing with variances |
6/6/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-4676)24WA-4676 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
8/7/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic and Fraud Interviewing Techniques and Skills (Webinar) (24WA-1892)24WA-1892 | *Forensic Accounting*Accounting*Auditing*Finance |
5/16/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1996)24WA-1996 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/22/2024 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-4978)24WA-4978 | *NOCLAR*529 Plans*Recently Issued Interpretations |
8/16/2024 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-1806)24WA-1806 | *FRF for SMEs*Quality Management*Private Company Council |
5/13/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (24WA-3124)24WA-3124 | *Accounting*Finance*Procurement*Operations |
6/20/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (24WA-2602)24WA-2602 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? |
6/8/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-2596)24WA-2596 | *Technology*Cybersecurity |
6/8/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-2183)24WA-2183 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
5/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-3703)24WA-3703 | *Documentation*Deficiencies |
7/6/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-2357)24WA-2357 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
6/4/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Estate and Financial Planning for the Older Client (Webinar) (24WA-4020)24WA-4020 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
7/16/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Deep Dive into Quality Management (Webinar) (24WA-4594)24WA-4594 | *Quality Management*Risk Assessment*SQMS |
8/5/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Ethics and Professional Skepticism (Webinar) (24WA-5283)24WA-5283 | *Code of Professional Conduct*Fraud*Professional Skepticism |
8/26/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Estate Planning for Today and Beyond (Webinar) (24WA-5402)24WA-5402 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships |
8/29/2024 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-5468)24WA-5468 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
9/3/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-5444)24WA-5444 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
8/30/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Accounting and Attestation for ESG (Webinar) (24WA-5448)24WA-5448 | *ESG*Sustainaibility |
8/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (24WA-5274)24WA-5274 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel |
8/26/2024 | 2 - 9:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Financial and Tax Accounting for S Corporations (Webinar) (24WA-5367)24WA-5367 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account |
8/28/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-5431)24WA-5431 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations |
8/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-5335)24WA-5335 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
8/28/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Skills That Improve Performance (Webinar) (24WA-5315)24WA-5315 | *Coaching*Effective Communication |
8/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Spring Tax Update for Business with Steve Dilley (Webinar) (24WA-5415)24WA-5415 | *Recent legislative developments, cases and rulings impacting various business entity taxpayers*Business income, deductions and credits*Section 174 R&E deduction*Depreciation update: Section 179 and 168(k)*Detailed discussion of the partnership and S corporation Schedule K-1 changes*S Corporation and partnership update |
8/29/2024 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (24WA-5277)24WA-5277 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
8/26/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Motives and Mystery of Ethics-Understanding the Why (Webinar) (24WA-5327)24WA-5327 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions |
8/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Cash Management: Strategies for Long-Term Success (Webinar) (24WA-5258)24WA-5258 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
8/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-5492)24WA-5492 | *FRF for SMEs*Quality Management*Private Company Council |
9/3/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Take Your PowerPoint From Mess to Success (Webinar) (24WA-5334)24WA-5334 | *Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
8/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-5432)24WA-5432 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle |
8/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Inflation Reduction Act of 2022: Review and Update (Webinar) (24WA-5458)24WA-5458 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation |
8/30/2024 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How to Audit Expenses and Payables (Webinar) (24WA-5238)24WA-5238 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment |
8/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making Culture A Competitive Advantage (Webinar) (24WA-5293)24WA-5293 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* |
8/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-5395)24WA-5395 | *Leases*Topic 842*Recognition & Measurement |
8/29/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-5506)24WA-5506 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
9/4/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-5291)24WA-5291 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
8/26/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's What's Now, What's Next: Emerging Technologies (Webinar) (24WA-5401)24WA-5401 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training |
8/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Instant Audit? Just Add Risk Assessment (Webinar) (24WA-5451)24WA-5451 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
8/30/2024 | 12 - 12:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Speaking for Impact (Webinar) (24WA-5343)24WA-5343 | *Overcoming the common obstacles to public speaking*Fear of rejection/failure and how to overcome*From unconscious incompetence to unconscious competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the content of the talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to deliver a talk effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the talk entertaining*Vary the speed of your delivery*The power of stories*Memorization and practice*Key word system and note cards*Practice thru video or get feedback through others*Creating stories that rock |
8/28/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-5427)24WA-5427 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
8/30/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-5250)24WA-5250 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
8/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
SAS 145: Modern Risk-Based Auditing (Webinar) (24WA-5454)24WA-5454 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements |
8/30/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (24WA-5399)24WA-5399 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment |
8/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-5349)24WA-5349 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
8/28/2024 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (24WA-5375)24WA-5375 | *Ethics*Leadership |
8/29/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Internal Control Best Practices (Webinar) (24WA-5235)24WA-5235 | *Internal Controls*Frameworks |
8/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-5255)24WA-5255 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules |
8/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Estate and Financial Planning for the Older Client (Webinar) (24WA-5298)24WA-5298 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients |
8/26/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-5270)24WA-5270 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
8/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-5461)24WA-5461 | *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 |
8/30/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-5478)24WA-5478 | *Information Technology*Artificial Intelligence (AI) |
9/3/2024 | 6 - 10:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (24WA-5413)24WA-5413 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules |
8/29/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-5348)24WA-5348 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
8/28/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-5345)24WA-5345 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
8/28/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (24WA-5333)24WA-5333 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
8/28/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Planning for Small Business Success (Webinar) (24WA-5328)24WA-5328 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
8/27/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Risk Assessment: A Common Deficiency (Webinar) (24WA-5300)24WA-5300 | *Risk Assessment*Common Deficiencies |
8/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Staff Retention Keep the Best People (Webinar) (24WA-5429)24WA-5429 | *Remote workforce*Employee retention*Staff turnover |
8/30/2024 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's 2023 Accounting Solutions Mid-Market (Webinar) (24WA-5479)24WA-5479 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
9/3/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (24WA-5241)24WA-5241 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online |
8/24/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-5336)24WA-5336 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
8/28/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-5406)24WA-5406 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables |
8/29/2024 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2024 Annual Update for Governments and Not-for-Profits (Webinar) (24WA-5282)24WA-5282 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management |
8/26/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
How to Choose the Right Business Entity for Your Client (Webinar) (24WA-5457)24WA-5457 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples |
8/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-5475)24WA-5475 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
9/3/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (24WA-5309)24WA-5309 | *Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
8/27/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Fraud Assessment for Small and Medium Sized Businesses (Webinar) (24WA-5330)24WA-5330 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today |
8/27/2024 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-5390)24WA-5390 | *GAGAS*Yellow Book*Independence |
8/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
KPI Bootcamp for Small Businesses (Webinar) (24WA-5340)24WA-5340 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
8/28/2024 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-5404)24WA-5404 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting |
8/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-5443)24WA-5443 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
8/30/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (24WA-5384)24WA-5384 | *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 |
8/29/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls - Why They Are Important (Webinar) (24WA-5272)24WA-5272 | *Internal Control History*COSO Internal Control Framework*Types of Internal Controls*Are Internal Controls Infallible?*Who is Responsible for Internal Controls?*Why Document Controls? |
8/26/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Risk Assessment and Internal Control (Webinar) (24WA-5299)24WA-5299 | *Risk Assessment*Internal Controls*Common Deficiencies |
8/26/2024 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Internal Controls Over Compliance vs. Compliance (Webinar) (24WA-5279)24WA-5279 | *Internal Controls Over Compliance*Compliance*Single Audits |
8/26/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-5486)24WA-5486 | *Risk Assessment*Internal Controls*SAS 145 |
9/3/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Not-for-Profit GAAP Update (Webinar) (24WA-5239)24WA-5239 | *NAC*CECL |
8/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (24WA-5311)24WA-5311 | *Do conflicts of interest matter? *Are we aware of common conflicts of interest? *What does the Code of Professional Conduct require? *How to recognize Conflicts of Interest? *Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest? *Suggestions on how to avoid conflicts of interest. |
8/27/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-5341)24WA-5341 | *Performance target design*Target testing |
8/28/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-5251)24WA-5251 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
8/24/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Better Reporting With QuickBooks Online (Webinar) (24WA-5242)24WA-5242 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced |
8/24/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Spring Tax Update for Individuals with Steve Dilley (Webinar) (24WA-5414)24WA-5414 | *Recent legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits; Tax rate schedule and other inflation adjusted items; Implications for self-employed taxpayers of various legislation*Virtual currency reporting; SECURE Act 2.0*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
8/29/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Accounting and Auditing Update for Small Businesses (Webinar) (24WA-5393)24WA-5393 | *FRF for SMEs*Quality Management*Private Company Council |
8/29/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update (Webinar) (24WA-5518)24WA-5518 | *Ethics Update*Preparation Engagements*Compilation Engagements*Review Engagements*Hot GAAP Topics*New Quality Management Standards |
9/4/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-5494)24WA-5494 | *Leases*Topic 842*Recognition & Measurement |
9/3/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Accounting Solutions Mid-Market (Webinar) (24WA-5440)24WA-5440 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
8/30/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-5514)24WA-5514 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
9/4/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (24WA-5243)24WA-5243 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies |
8/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-5439)24WA-5439 | *Information Technology*Artificial Intelligence (AI) |
8/30/2024 | 8 a.m. - 12:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Dealing with Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (24WA-5310)24WA-5310 | *How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
8/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (24WA-5382)24WA-5382 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives |
8/29/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (24WA-5379)24WA-5379 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
8/29/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (24WA-5353)24WA-5353 | *Business Management*Organization |
8/28/2024 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
K2's 2023 Mastering Advanced Excel Functions (Webinar) (24WA-5276)24WA-5276 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
8/26/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Individual Tax Update with Steve Dilley (Webinar) (24WA-5459)24WA-5459 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics |
8/30/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-5465)24WA-5465 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
9/3/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 1 (Webinar) (24WA-5303)24WA-5303 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/27/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (24WA-5354)24WA-5354 | *Corporate culture*Strategic planning*Leadership*Staff development |
8/28/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-5364)24WA-5364 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues |
8/28/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Fraud (Webinar) (24WA-5434)24WA-5434 | *Financial statement fraud |
8/30/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Single Audit Update (Webinar) (24WA-5237)24WA-5237 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies |
8/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools (Webinar) (24WA-5358)24WA-5358 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis |
8/28/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (24WA-5421)24WA-5421 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
8/30/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Accounting and Auditing Update (Webinar) (24WA-5281)24WA-5281 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
8/26/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (24WA-5513)24WA-5513 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues |
9/4/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2023 Understanding Your Ransomware Risk (Webinar) (24WA-5324)24WA-5324 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
8/27/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (24WA-5373)24WA-5373 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
8/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Valuation Fundamentals (Webinar) (24WA-5308)24WA-5308 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* |
8/27/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 FASB Update and Review (Webinar) (24WA-5357)24WA-5357 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB |
8/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-5438)24WA-5438 | *Information Technology*Cryptocurrency*Blockchain |
8/30/2024 | 4 - 7:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-5346)24WA-5346 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
8/28/2024 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-5289)24WA-5289 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
8/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Small Business Risk Avoidance (Webinar) (24WA-5329)24WA-5329 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! |
8/27/2024 | 6 - 9:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (24WA-5317)24WA-5317 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management |
8/27/2024 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
K2's 2023 Ten Must Know Features In Excel (Webinar) (24WA-5321)24WA-5321 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
8/27/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-5476)24WA-5476 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
9/3/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
AI and You (Webinar) (24WA-5294)24WA-5294 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* |
8/26/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-5263)24WA-5263 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
8/26/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-5360)24WA-5360 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
8/28/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-5495)24WA-5495 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
9/3/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (24WA-5480)24WA-5480 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
9/3/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-5405)24WA-5405 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
8/29/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-5260)24WA-5260 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
8/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
All About Fraud: Examples, Prevention and Auditing (Webinar) (24WA-5416)24WA-5416 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention |
8/29/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (24WA-5363)24WA-5363 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes |
8/28/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-5462)24WA-5462 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
8/31/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Fraud Evaluations: A Guide for The Compliance Professional (Webinar) (24WA-5273)24WA-5273 | *Psychology Dynamics*COSO and Fraud*Fraud Theories*Opportunity Considerations*Added Dimensions*COSO Considerations*Control Environment Principles*Determining Internal Audit's Role*Understand the Business*Auditors and the IPPF*When Management Objects & Potential Steps |
8/26/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-5473)24WA-5473 | *Technology*Cybersecurity |
9/3/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-5403)24WA-5403 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
8/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-5248)24WA-5248 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks |
8/24/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-5296)24WA-5296 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
8/26/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-5501)24WA-5501 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
9/4/2024 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-5249)24WA-5249 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
8/24/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-5256)24WA-5256 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
8/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Annual Update for Accountants and Auditors (Webinar) (24WA-5236)24WA-5236 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits |
8/24/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-5286)24WA-5286 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. |
8/26/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
K2's 2023 Excel Charting And Visualizations (Webinar) (24WA-5387)24WA-5387 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
8/29/2024 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-5515)24WA-5515 | *Thorough exploration of essential IRC Sections pertinent to business income taxation.*Comprehensive assessment of recent changes and updates in business taxation.*Examination of business changes arising from significant legislative updates.*Analysis of pertinent tax code sections, including Section 199A.*Addressing tax considerations for various business schedules (C, F, and E).*Navigating partnership, corporation, and LLC taxation issues.*Unpacking the complexities of COVID-19-related subsidies and their tax implications.*Interaction of Code Section 461(l) with Section 382 and carryover rules.*Understanding defaulted loans, bankruptcy implications, and their tax treatment.*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation.*Special rules governing the business use of a home.*Reporting requirements for converting personal use property to business use. |
9/4/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Controls for Small and Medium-Sized Entities (Webinar) (24WA-5453)24WA-5453 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs |
8/30/2024 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (24WA-5426)24WA-5426 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
8/30/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Optimize Your Staff's Performance (Webinar) (24WA-5331)24WA-5331 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment |
8/27/2024 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (24WA-5497)24WA-5497 | *Mental Health Awareness |
9/4/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Profitability Pricing: Boost your Bottom Line (Webinar) (24WA-5307)24WA-5307 | *Competitive bids*Achieving target profitability |
8/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (24WA-5381)24WA-5381 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives |
8/29/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-5477)24WA-5477 | *Information Technology*Cryptocurrency*Blockchain |
9/3/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Coaching and Counseling: Performance Management (Webinar) (24WA-5467)24WA-5467 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
9/3/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (24WA-5306)24WA-5306 | *Inventory accounting*GAAP*Methods for dealing with variances |
8/27/2024 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Webinar) (24WA-5301)24WA-5301 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
8/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting: Fundamentals and Rules (Webinar) (24WA-5253)24WA-5253 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements |
8/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-5365)24WA-5365 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries |
8/28/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Accounting Solutions and Add-Ons (Webinar) (24WA-5397)24WA-5397 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies |
8/29/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (24WA-5326)24WA-5326 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language |
8/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power, Influence and Ethics (Webinar) (24WA-5377)24WA-5377 | *The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
8/29/2024 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-5267)24WA-5267 | *Technology*Cybersecurity |
8/26/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (24WA-5400)24WA-5400 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects |
8/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Effective Automation and Outsourcing (Webinar) (24WA-5244)24WA-5244 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments |
8/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-5493)24WA-5493 | *NAC*CECL*Leases |
9/3/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-5240)24WA-5240 | *Business management*Organization |
8/24/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-5288)24WA-5288 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis |
8/26/2024 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-5408)24WA-5408 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts |
8/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-5252)24WA-5252 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees |
8/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
A Guide to Sampling: Part 2 (Webinar) (24WA-5392)24WA-5392 | *Sampling*ICFR*Single Audit Sampling |
8/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Top PDF Features You Should Know (Webinar) (24WA-5484)24WA-5484 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
9/3/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Documentation Methods for Internal Control Processes (Webinar) (24WA-5271)24WA-5271 | *Introduction to Proper Documentation*Responsibilities for Internal Control*Exploring What to Document*Documentation Types, Flowcharts, & Narratives*Policy and Procedures and IC Questions*Risk Control Matrices*Establishing A Defined Documentation Process*Flow Chart Symbols*Other Documentation Maturity Model & Issue Tracker*Other Documentation Testing Processes*Other Documentation Internal Audit Formal Reports & Summary*Proper Documentation |
8/26/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (24WA-5433)24WA-5433 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
8/30/2024 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Excel Essentials For Staff Accountants (Webinar) (24WA-5388)24WA-5388 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks |
8/29/2024 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-5257)24WA-5257 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
8/24/2024 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-5391)24WA-5391 | *NOCLAR*529 Plans*Recently Issued Interpretations |
8/29/2024 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (24WA-5245)24WA-5245 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks |
8/24/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (24WA-5332)24WA-5332 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers |
8/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Microsoft Teams (Webinar) (24WA-5278)24WA-5278 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
8/26/2024 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
What Does Fraud Look Like? (Webinar) (24WA-5262)24WA-5262 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there |
8/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Guide to Sampling: Part 2 (Webinar) (24WA-5491)24WA-5491 | *Sampling*ICFR*Single Audit Sampling |
9/3/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-5425)24WA-5425 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques |
8/30/2024 | 3 - 4:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-5266)24WA-5266 | *Technology*Cybersecurity |
8/26/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Inventory, Expense and Payroll Fraud (Webinar) (24WA-5302)24WA-5302 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees |
8/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Professional Skepticism for the Public Accountant (Webinar) (24WA-5452)24WA-5452 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
8/30/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-5344)24WA-5344 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
8/28/2024 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
Productivity Hacks for Working Remote (Webinar) (24WA-5417)24WA-5417 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
8/29/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Benefits and Best Practices for Telework (Webinar) (24WA-5435)24WA-5435 | *Business Management*Hybrid work options |
8/30/2024 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's 2023 Next Generation Excel Reporting (Webinar) (24WA-5446)24WA-5446 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
8/30/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 Next Generation Excel Reporting (Webinar) (24WA-5485)24WA-5485 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
9/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2'S 2023 Top Ten Outlook Tips (Webinar) (24WA-5323)24WA-5323 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
8/27/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Communication Miracles at Work and in Life: Part 1 (Webinar) (24WA-5370)24WA-5370 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
8/29/2024 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Federal Tax Update: Individual and Business Current Developments (Webinar) (24WA-5489)24WA-5489 | *Discuss the most recent individual and business income tax legislation passed to date*Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules*Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses*Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)*Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)*Walk through the NEW final required minimum distribution (RMD) regulations*Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes |
9/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-5412)24WA-5412 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation |
8/29/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Individual Federal Tax Update - Navigating the Current Tax Landscape (Webinar) (24WA-5510)24WA-5510 | *In-depth exploration of crucial IRC Sections.*Thorough assessment of recent changes and updates in individual income taxation.*Unveiling new credits, deductions, and tax relief opportunities.*Addressing complex income issues.*Analyzing income and exclusions related to specific tax scenarios.*Comprehensive examination of itemized deduction intricacies.*Navigating health-related considerations.*Maximizing benefits from tax incentives and deductions.*Grasping the implications of recent regulatory shifts.*Delving into specific tax planning strategies. |
9/4/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Coaching and Counseling: Addressing Misconduct (Webinar) (24WA-5264)24WA-5264 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
8/26/2024 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Paperless Office (Webinar) (24WA-5396)24WA-5396 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
8/29/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Saving Time With Electronic Forms (Webinar) (24WA-5246)24WA-5246 | *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 |
8/24/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Managing the Accounting Department (Webinar) (24WA-5313)24WA-5313 | *Accounting*Leadership*Management |
8/27/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Yellow Book Ethics (Webinar) (24WA-5487)24WA-5487 | *GAGAS*Yellow Book*Independence |
9/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Drive Results with Metrics (Webinar) (24WA-5305)24WA-5305 | *Performance metrics*Budgets |
8/27/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Accounting Update in a Post COVID-19 World (Webinar) (24WA-5359)24WA-5359 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management |
8/28/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (24WA-5376)24WA-5376 | *civility*ethics |
8/29/2024 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Organizational Effectiveness and Communication (Webinar) (24WA-5423)24WA-5423 | *Communication |
8/30/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-5437)24WA-5437 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
8/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial and Tax Accounting for Partnerships and LLCs (Webinar) (24WA-5366)24WA-5366 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC |
8/28/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Reference Rate Reform (Webinar) (24WA-5280)24WA-5280 | *Reference Rate Reform*LIBOR*SOFR |
8/26/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-5469)24WA-5469 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
9/3/2024 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Business Consulting for CPAs (Webinar) (24WA-5351)24WA-5351 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
8/28/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-5430)24WA-5430 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership |
8/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Business Longevity: Is Your Business Wobbling? (Webinar) (24WA-5312)24WA-5312 | *Business Management *Organization |
8/27/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Topic 842: Understanding the New Lease Accounting Standard (Webinar) (24WA-5455)24WA-5455 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
8/30/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Giving Feedback that Delivers Results (Webinar) (24WA-5338)24WA-5338 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership |
8/28/2024 | 3 - 4:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (24WA-5325)24WA-5325 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations |
8/27/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
I want the TRUTH: Preparing to be an Expert Witness (Webinar) (24WA-4511)24WA-4511 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
8/2/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
10 Ways to Create Delighted Clients and More Referrals (Webinar) (24WA-5508)24WA-5508 | *Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is "not saying." How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what's most important to your client or boss--so you can focus on that |
9/4/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Become Rich Without Selling Your Soul (Webinar) (24WA-5507)24WA-5507 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
9/4/2024 | 3 - 6:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (24WA-5352)24WA-5352 | *Business Management*Organization |
8/28/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
2024 Governmental GAAP Update (Webinar) (24WA-5449)24WA-5449 | *Compensated Absences*Error Corrections*Accounting Changes |
8/30/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Depreciating and Expensing Business Assets (Webinar) (24WA-5456)24WA-5456 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules |
8/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation (Form 1120S) - Formation to Liquidation (Webinar) (24WA-5516)24WA-5516 | *Extensive review of the S corporation tax laws with an emphasis on any new legislative changes*Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)*Fixing late S corporation elections (i.e., Form 2553)*S corporation formation (§351) and liquidation issues*Revocation and termination of S corporations*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Compensation issues including the tax treatment of fringe benefits*Built in gains tax and other planning opportunities when converting a C to S corporation*Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts*Tax treatment of stock redemptions (sale or distribution?) |
9/4/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-5500)24WA-5500 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
9/4/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Benford's Law and Other Digital Analysis Techniques (Webinar) (24WA-5319)24WA-5319 | *Benford's Law*Digital Analysis*Data analytics |
8/27/2024 | 5 - 6:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
Addressing Common Documentation Deficiencies (Webinar) (24WA-5436)24WA-5436 | *Documentation*Deficiencies |
8/30/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update with Steve Dilley (Webinar) (24WA-5460)24WA-5460 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S |
8/30/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The New AICPA Statements on Standards for Tax Services (Webinar) (24WA-5362)24WA-5362 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities |
8/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update (Webinar) (24WA-5519)24WA-5519 | *Ethics Update*Preparation Engagements*Compilation Engagements*Review Engagements*Hot GAAP Topics*New Quality Management Standards |
9/4/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's 2023 Top PDF Features You Should Know (Webinar) (24WA-5445)24WA-5445 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
8/30/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-5483)24WA-5483 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
9/3/2024 | 1 - 8:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
When Leadership Fails (Webinar) (24WA-5464)24WA-5464 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
9/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (24WA-5441)24WA-5441 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
8/30/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Why Auditors Fail To Detect Fraud (Webinar) (24WA-5463)24WA-5463 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it |
9/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2023 QuickBooks for Accountants (Webinar) (24WA-5481)24WA-5481 | *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 |
9/3/2024 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (24WA-5472)24WA-5472 | *Technology*Cybersecurity |
9/3/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
KPI Bootcamp for Small Businesses (Webinar) (24WA-5503)24WA-5503 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
9/4/2024 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (24WA-5378)24WA-5378 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? |
8/29/2024 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-5368)24WA-5368 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting |
8/28/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-5450)24WA-5450 | *CECL*NAC*Independence |
8/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (24WA-5350)24WA-5350 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. |
8/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2024 Yellow Book Update (Webinar) (24WA-5284)24WA-5284 | *Quality Management*Risk Assessment*SQMS*Independence |
8/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Contract and Procurement Fraud (Webinar) (24WA-5320)24WA-5320 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards |
8/27/2024 | 6 - 7:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
When Leadership Fails (Webinar) (24WA-5261)24WA-5261 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory |
8/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2024 Tech Update (Webinar) (24WA-5398)24WA-5398 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations |
8/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-5505)24WA-5505 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
9/4/2024 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-5488)24WA-5488 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
9/3/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Managing Your Money in Retirement (Webinar) (24WA-5428)24WA-5428 | *Social Security*Retirement*Asset allocation*Fraud |
8/30/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-5297)24WA-5297 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services |
8/26/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Accounting Shootout (Webinar) (24WA-5292)24WA-5292 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
8/26/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-5407)24WA-5407 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables |
8/29/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Creating Rapid Rapport for Increased Business (Webinar) (24WA-5342)24WA-5342 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
8/28/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (24WA-5374)24WA-5374 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
8/29/2024 | 7 - 10:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (24WA-5369)24WA-5369 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process |
8/28/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (24WA-5383)24WA-5383 | *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 |
8/29/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRAs: Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs (Webinar) (24WA-5259)24WA-5259 | *An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans*Roth IRA contribution phase-out limits as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules |
8/25/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (24WA-5419)24WA-5419 | *Employee Relations*Culture*Leadership*Employee Retention |
8/29/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
2024 Not-for-Profit Accounting Update (Webinar) (24WA-5394)24WA-5394 | *NAC*CECL*Leases |
8/29/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Successful Family Business (Webinar) (24WA-5517)24WA-5517 | *Business management*Organization |
9/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-5295)24WA-5295 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
8/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-5361)24WA-5361 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
8/28/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Stand Out: How to Create a Unique Employer Brand (Webinar) (24WA-5420)24WA-5420 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
8/29/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-5356)24WA-5356 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
8/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (24WA-5268)24WA-5268 | *Technology*Cybersecurity |
8/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Social Media: The Bare Necessities (Webinar) (24WA-5337)24WA-5337 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy |
8/28/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (24WA-5471)24WA-5471 | *Technology*Cybersecurity |
9/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (24WA-5496)24WA-5496 | *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 |
9/3/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's 2023 Introduction To Excel Macros (Webinar) (24WA-5275)24WA-5275 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
8/26/2024 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Role of HR in Business Sustainability (Webinar) (24WA-5509)24WA-5509 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk |
9/4/2024 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-5482)24WA-5482 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
9/3/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Depreciation: Guide to Capitalizing Tangible Property (Webinar) (24WA-5409)24WA-5409 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments |
8/29/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-5347)24WA-5347 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
8/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (24WA-5371)24WA-5371 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
8/29/2024 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Anti-Bullying and Sensitivity (Webinar) (24WA-5424)24WA-5424 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? |
8/30/2024 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (24WA-5285)24WA-5285 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
8/26/2024 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (24WA-5512)24WA-5512 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing |
9/4/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (24WA-5410)24WA-5410 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
8/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Business Tax Update for Industry (Webinar) (24WA-5411)24WA-5411 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
8/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (24WA-5418)24WA-5418 | *Flexible Work Options*Employee Engagement*Talent Management Strategy |
8/29/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (24WA-5511)24WA-5511 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent |
9/4/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-5385)24WA-5385 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
8/29/2024 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Diversity, Inclusion, Equity and Belonging (Webinar) (24WA-5422)24WA-5422 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
8/30/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Navigating Difficult Conversations with Clients (Webinar) (24WA-5498)24WA-5498 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service |
9/4/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Corporate Transparency Act - What You Need to Know to Protect Your Client (Webinar) (24WA-5316)24WA-5316 | *CTA Filing Deadlines: Adapt and synchronize with the new schedules*Beneficial Ownership Defined: Navigating the new transparency standards*The Alabama Impact: Examining the court's influence on CTA enforcement*Risk Management: Strategic navigation through CTA's legal framework*Leveraging Transparency: Gaining a competitive advantage through CTA insights*Disclosure Obligations: Clarify reporting requirements*Corporate Configuration: Comprehend the alterations in structure*Avoiding Sanctions: Proactive measures for CTA compliance |
8/27/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 AICPA Regulatory Ethics Update (Webinar) (24WA-5490)24WA-5490 | *NOCLAR*529 Plans*Recently Issued Interpretations |
9/3/2024 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's 2023 Excel Best Practices (Webinar) (24WA-5386)24WA-5386 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
8/29/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Communication Miracles at Work and in Life: Part 2 (Webinar) (24WA-5372)24WA-5372 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
8/29/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-5247)24WA-5247 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox |
8/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The AB5s of Employees and Independent Contractors (Webinar) (24WA-5254)24WA-5254 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
8/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting and Auditing for Cryptocurrency (Webinar) (24WA-5447)24WA-5447 | *Cryptocurrency*Ditigal assets |
8/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Fringe Benefit Planning: Today and Beyond (Webinar) (24WA-5287)24WA-5287 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules |
8/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Personal Leadership Skills (Webinar) (24WA-5314)24WA-5314 | *Leadership*Personality Types*Communication*Memory |
8/27/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
What's Changing in Risk Assessment (Webinar) (24WA-5389)24WA-5389 | *Risk Assessment*Internal Controls*SAS 145 |
8/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Achieving Balance in Work and Life: Part 2 (Webinar) (24WA-5304)24WA-5304 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
8/27/2024 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-5502)24WA-5502 | *KPIs*Performance measures*Metrics |
9/4/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-5380)24WA-5380 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board |
8/29/2024 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2023 QuickBooks for Accountants (Webinar) (24WA-5442)24WA-5442 | *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 |
8/30/2024 | 3 - 10:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's 2023 The Digital Home (Webinar) (24WA-5322)24WA-5322 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
8/27/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Difficult Conversations with Coworkers (Webinar) (24WA-5499)24WA-5499 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership |
9/4/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Fraud Risk Management (Webinar) (24WA-5318)24WA-5318 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools |
8/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Webinar) (24WA-5290)24WA-5290 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
8/26/2024 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (24WA-5470)24WA-5470 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. |
9/3/2024 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (24WA-5355)24WA-5355 | *Employee engagement*Values-based governance*Organizational culture*Employee relations |
8/28/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Preparing for and Conducting Discharge Meetings (Webinar) (24WA-5265)24WA-5265 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
8/26/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Mastering Charitable Remainder Trusts and Form 5227
Compliance (Webinar) (24WA-5466)24WA-5466 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing |
9/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ProActive Response Group De-Escalation Training (Webinar) (24WA-5474)24WA-5474 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment |
9/3/2024 | 1 - 1:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Conducting a Remote Audit (Webinar) (24WI-0335)24WI-0335 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing |
8/12/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
S Corporations: Key Issues, Compliance and Tax Strategies: Tax Staff Essentials (Webinar) (24WI-0329)24WI-0329 | *S Corporation qualifications*Election of S Corporation status*Termination or revocation of S Corporation status*Pass-through of income and loss items to the shareholder*Distributions to S Corporation shareholders*Reporting and filing requirements*Choice of year-end*Shareholder basis |
8/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
S Corporations: Key Issues, Compliance and Tax Strategies: Tax Staff Essentials (Webinar) (24WI-0264)24WI-0264 | *S Corporation qualifications*Election of S Corporation status*Termination or revocation of S Corporation status*Pass-through of income and loss items to the shareholder*Distributions to S Corporation shareholders*Reporting and filing requirements*Choice of year-end*Shareholder basis |
6/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Risk Management Techniques and Tools (Webinar) (24WI-0330)24WI-0330 | *Enterprise risk management
*ISO 31000: 2018 principles
*COSO ERM framework
*Tools and techniques in risk awareness and management
*Value stream perspective for enterprise risk management |
8/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Contract Accounting, Lease Accounting and Their Impact on Construction Contractors (Webinar) (24WI-0352)24WI-0352 | *Contract accounting
*Revenue recognition
*Leases |
8/16/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Power BI: Use Power Query to Transform Your Data (Webinar) (24WI-0259)24WI-0259 | *Append files
*Combine multiple files from a folder
*Add custom columns
*Unpivot a table
*Create a lookup table from a table |
6/14/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cite the steps for creating data queries and transformations using Power Query (Webinar) (24WI-0217)24WI-0217 | *Cite the steps for creating data queries and transformations using Power Query |
5/15/2024 | 8 a.m. - 4:30 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
Applying the Uniform Guidance in Your Single Audits (Webinar) (24WI-0313)24WI-0313 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit |
7/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Documenting Your EBP Audit: What You Need to Know (Webinar) (24WI-0364)24WI-0364 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data |
8/28/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Audits of Employee Benefit Plans Subject to ERISA (Webinar) (24WI-0363)24WI-0363 | *GAAP vs. ERISA reporting requirements*Audit planning *Risk assessment, including consideration of internal control*Auditing the statement of net assets available for benefits*Auditing the statement of changes in net assets available for benefits*Other auditing considerations, including prohibited transactions and tax compliance |
8/27/2024 | 8 a.m. - 4 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
Risk Management Techniques and Tools (Webinar) (24WI-0244)24WI-0244 | *Enterprise risk management
*ISO 31000: 2018 principles
*COSO ERM framework
*Tools and techniques in risk awareness and management
*Value stream perspective for enterprise risk management |
6/7/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Capitalized Costs & Depreciation: Tax Staff Essentials (Webinar) (24WI-0356)24WI-0356 | *Tax basis of property acquisitions*Initial basis of property acquired in an exchange transaction*Materials, supplies, repairs, and improvements*Accounting method changes*Depreciation: MACRS, Section 179, and bonus*Intangible assets and amortization*Organization and start-up costs |
8/22/2024 | 9 a.m. - 2:35 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Accounting for Digital Assets under US GAAP, Part II (Webinar) (24WI-0277)24WI-0277 | *Guidance on how to account for digital assets
*Fair value of digital assets under FASB ASC 820
*Accounting for stablecoins
*Specialized industry practice for digital asset accounting |
7/9/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Reviewing Individual Tax Returns (Webinar) (24WI-0319)24WI-0319 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business startups and deductions
*Alimony
*Discharge of debt |
7/26/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Quality Management Standards: A Practical Approach to Risk Assessment and Response (Webinar) (24WI-0306)24WI-0306 | *Quality management
*Peer review
*Audits
*Risk assessment |
7/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Roles and Responsibilities in Risk Management (Webinar) (24WI-0240)24WI-0240 | *Risk management
*Anticipatory leadership
*Leadership roles in risk management |
6/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Leases: Mastering the New FASB Requirements (Webinar) (24WI-0293)24WI-0293 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements |
7/16/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (24WI-0302)24WI-0302 | *5-step process for recognizing revenue |
7/19/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
COSO's Internal Control Framework Essentials (Webinar) (24WI-0338)24WI-0338 | *Components and principles of internal control
*Concepts associated with the COSO framework
*Management responsibilities versus auditor responsibilities
*Common significant accounting processes
*Tools and techniques used for internal control docum |
8/13/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Quality Management Standards: Bringing It All Together -- Exploring All Components of a Quality Management System (Webinar) (24WI-0290)24WI-0290 | *Quality management
*Peer review
*Audits |
7/15/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (24WI-0276)24WI-0276 | *Basic tax structure of partnerships and LLCs
*Electing to be taxed as a partnership: "Check-the-box" rules
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: general |
7/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0261)24WI-0261 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
6/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Are You Ready for Your Peer Review? (Webinar) (24WI-0228)24WI-0228 | *Peer review process and timeline.
*Quality control standards overview.
*Enhancing Audit Quality initiatives.
*Common issues identified in peer review and how to prevent them
*Best practices to prepare for your firm's peer review
*Peer Review resoures and tools |
5/23/2024 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0342)24WI-0342 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
8/13/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel: Functions and Formula Shootout (Webinar) (24WI-0318)24WI-0318 | *Formula creation best practices
*Demonstration of various Excel functions to enhance calculations
*Using Excel functions to perform advanced calculations |
7/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (24WI-0296)24WI-0296 | *Design principles for Excel workbooks*Hiding worksheets*Highlighting input cells*Nesting data |
7/17/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Leases: Mastering the New FASB Requirements (Webinar) (24WI-0256)24WI-0256 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements |
6/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0357)24WI-0357 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning |
8/23/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports (Webinar) (24WI-0213)24WI-0213 | *Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports |
5/14/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Quality Management Standards: Resources -- Expectations for Firms and Engagement Partners (Webinar) (24WI-0279)24WI-0279 | *Quality management
*Peer review
*Audits
*Risk assessment |
7/9/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (24WI-0242)24WI-0242 | *Risk management
*Value stream and Plus/Delta techniques
*Cyber risks
*Black Swan events |
6/7/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (24WI-0325)24WI-0325 | *PivotTable layouts*Structured table references*Calculated fields vs. calculated items |
8/6/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Crucial Connection: Why You Should Care About Your Client's System of Internal Control (Webinar) (24WI-0211)24WI-0211 | *The audit risk model
*Key steps in understanding and evaluating your client's system of internal control
*Learn how to identify IT applications and IT controls relevant to the audit
*Apply risk assessment requirements to less complex entities
*Examples of risks arising from the use of IT and general IT controls |
5/9/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Power BI: Introduction to MS Power BI Tools (Webinar) (24WI-0284)24WI-0284 | *The challenge of using Excel for Data Analysis
*An overview of the various Power BI Tools
*An overview of when and why to use each Power BI Tool
*A tour of each tool's interface |
7/11/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (24WI-0314)24WI-0314 | *The value and the art of nesting formulas
*Different ways to troubleshoot complex formulas
*Excel's nine built-in error-checking options |
7/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Leases: Mastering the New FASB Requirements (Webinar) (24WI-0345)24WI-0345 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements |
8/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Multi-State Taxation: Tax Staff Essentials (Webinar) (24WI-0312)24WI-0312 | *Constitutional limits and P.L. 86-272
*Interstate activity, nexus, UDITPA, MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning |
7/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Identify the Opportunities for Managing Data Models in Power Pivot (Webinar) (24WI-0220)24WI-0220 | *Identify the opportunities for managing Data Models in Power Pivot |
5/16/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Conducting a Remote Audit (Webinar) (24WI-0263)24WI-0263 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing |
6/20/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Taxation of Property Transactions: Tax Staff Essentials (Webinar) (24WI-0271)24WI-0271 | *Sections 1231, 1245, 1250
*Depreciation recapture
*Capital gains and losses
*Non-recognition transactions |
6/26/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
How Culture Affects Risks (Webinar) (24WI-0328)24WI-0328 | *Communicating core values
*Corporate culture built upon core values
*Risk awareness
*Behavioral-based interviewing |
8/8/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (24WI-0346)24WI-0346 | *Increasing efficiency using Excel*Different date functions in Excel |
8/14/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Intermediate Individual Taxation: Tax Staff Essentials (Webinar) (24WI-0212)24WI-0212 | *Gains and losses on property transactions
*Fringe benefits
*Retirement plan distributions
*Hobby losses
*Home offices
*Depreciation and amortization
*Tax credits
*The qualified business income deduction under Section 199A |
5/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Roles and Responsibilities in Risk Management (Webinar) (24WI-0327)24WI-0327 | *Risk management
*Anticipatory leadership
*Leadership roles in risk management |
8/8/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Contract Accounting, Lease Accounting and Their Impact on Construction Contractors (Webinar) (24WI-0286)24WI-0286 | *Contract accounting
*Revenue recognition
*Leases |
7/12/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Risk Assessments and What You Need to Know When Performing Your SOC Engagements (Webinar) (24WI-0267)24WI-0267 | *What is a risk assessment?
*Why is risk assessment important?
*Where should you start with risk assessment?
*How should peer reviewers approach risk assessment? |
6/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (24WI-0257)24WI-0257 | *Dashboard design guidelines
*Using Excel features to create visuals
*Using visuals to create dashboards
*Introduce new Power BI tools that enhance visual and dashboard creation |
6/13/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
How to Innovate When Your Boss Says 'No' (Webinar) (24WI-0233)24WI-0233 | *Major disruptions that are affecting the accounting and finance world
*A three-step plan for becoming future-ready in an age of disruption
*A blueprint for how to overcome the objections of skeptical managers and executives |
6/4/2024 | 7 - 8:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Excel: Advanced Financial and Statistical Calculations (Webinar) (24WI-0310)24WI-0310 | *Best practices for creating amortization schedules and calculating annual interest payments
*Calculating and summarizing data with SUMIF and SUBTOTAL functions
*Using statistical functions to analyze data |
7/23/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0247)24WI-0247 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions |
6/10/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Capitalized Costs & Depreciation: Tax Staff Essentials (Webinar) (24WI-0230)24WI-0230 | *Tax basis of property acquisitions*Initial basis of property acquired in an exchange transaction*Materials, supplies, repairs, and improvements*Accounting method changes*Depreciation: MACRS, Section 179, and bonus*Intangible assets and amortization*Organization and start-up costs |
5/28/2024 | 8 a.m. - 1:35 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Form 990: Best Practices for Accurate Preparation (Webinar) (24WI-0245)24WI-0245 | *Primacy of the Form 990 as a "one size fits all" reporting mechanism*Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time*Addressing presence of "related organizations"*Identification of managers and measurements of their compensation*990 versus books-and-records financial statement detail*Disclosures of governance inputs and Boards' employ of policies |
6/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Auditing Financial Statements of ERISA Plans (Webinar) (24WI-0351)24WI-0351 | *Auditing the statement of net assets available for benefits
*Types and classification of common plan investments
*Plan investment audit procedures based upon type of audit and risk assessment
*Auditing the statement of changes in net assets available |
8/16/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
SOC 2 Report Walkthrough (Webinar) (24WI-0368)24WI-0368 | *Sections within a SOC 2 report
*CUEC considerations
*Inclusive versus carve-out methods of reporting on controls at subservice organizations
*Report opinion types
*SOC 3 reporting
*Bridge letters |
9/4/2024 | 8 - 9:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (24WI-0254)24WI-0254 | *5-step process for recognizing revenue |
6/13/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Documenting Internal Control (Webinar) (24WI-0339)24WI-0339 | *Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes
*Auditor considerations for documenting internal controls in a risk assessment
*Documentation of an assessment of internal control |
8/13/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Current and Upcoming FASB Issues (Webinar) (24WI-0315)24WI-0315 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB presentation and disclosure projects |
7/25/2024 | 8:30 - 10 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (24WI-0285)24WI-0285 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring |
7/11/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (Webinar) (24WI-0334)24WI-0334 | *Types of contractors
*Non-revenue GAAP accounting for contractors
*Contractor financial statements
*Sureties and their place in the construction relationship |
8/9/2024 | 8 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report (Webinar) (24WI-0260)24WI-0260 | *Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report |
6/18/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0349)24WI-0349 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions |
8/15/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Advanced Tax Planning S Corporations: Tax Staff Essentials (Webinar) (24WI-0354)24WI-0354 | *S Corporation current developments: tax planning impact
*Compensation planning
*Basis in S Corporation stock
*Distributions
*Use of qualified subchapter S subsidiaries
*Liquidations, reorganizations, and redemptions
*Estate planning and use of trusts |
8/20/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Agile Finance Transformation: You must be M-A-D! (Webinar) (24WI-0273)24WI-0273 | *Finance
*Finance transformation
*Finance business partner
*Finance value partner |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Peer Reviewer Forum Q2 (Webinar) (24WI-0227)24WI-0227 | *Discussion of recent Peer Review Board activity
*Update on Enhancing Audit Quality (EAQ) initiatives |
5/22/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Current and Upcoming FASB Issues (Webinar) (24WI-0226)24WI-0226 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB presentation and disclosure projects |
5/17/2024 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Multi-year Income Tax Planning in Preparation for the Sunset of TCJA (Webinar) (24WI-0311)24WI-0311 | *Planning for individual clients as we head into the sunset of TCJA
*Tax planning ideas to guide clients through the transition |
7/23/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Individual Tax Fundamentals: Tax Staff Essentials (Webinar) (24WI-0355)24WI-0355 | *Filing requirements and personal exemptions*Gross income inclusions, exclusions, and adjustments*Standard and itemized deductions*Tax credits*Tax provisions for high-income taxpayers*3.8% net investment income tax*Roth IRA, IRA, and retirement plan options*Section 199A qualified business income deduction |
8/21/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Estate & Trust Primer: Tax Staff Essentials (Webinar) (24WI-0275)24WI-0275 | *Types of trusts
*Trustee powers
*Recognition and realization of income
*Elements of an estate
*Taxation of trusts and estates
*Basic concepts of estate planning |
7/2/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Pass-Through and Corporate Annual Tax Update (Webinar) (24WI-0229)24WI-0229 | *Corporate AMT
*Tax-free reorganizations
*IRS pilot compliance program
*Partnership audit regime updates
*Subchapter S election termination |
5/23/2024 | 10 a.m. - 3 p.m. | Online | 5 CPE (5 tech, 0 non-tech) | |
Annual Federal Tax Update (Webinar) (24WI-0250)24WI-0250 | *Income taxation of estates and trusts*IRS administrative issues, compliance, and updated forms*Court cases settled in the last year that provide tax return guidance*IRS summons and notification requirements*IRS rulings, procedures and notices published in 2023*Fringe benefits*Hobby vs. business*Corporate AMT regulations |
6/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
2024 Compliance Supplement and Single Audit Update (Webinar) (24WI-0255)24WI-0255 | *Single audit
*State and local government
*School district
*Not-for-profit
*Yellow Book |
6/13/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (24WI-0262)24WI-0262 | *Review Power Pivot calculations (column calculations vs. measures)
*Create advanced DAX formulas
*Using a Date / Calendar table for data analysis
*The DAX calculation process |
6/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
PCAOB Updates (Webinar) (24WI-0309)24WI-0309 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors |
7/23/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (24WI-0292)24WI-0292 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Form 4562
*Form 4797 |
7/16/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Performing Preparation, Compilation and Review Engagements (Webinar) (24WI-0299)24WI-0299 | *Definition of an engagement*Forms, checklists and other documentation for preparing, compiling and reviewing engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service |
7/18/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Construction Contractors: Auditing Considerations (Webinar) (24WI-0269)24WI-0269 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors |
6/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Finance Business Partnering: Influence to Impact (Webinar) (24WI-0297)24WI-0297 | *An overview of the finance business partner
*Developing business acumen
*Business model generation
*Strategic planning process
*Improving the impact of your communication
*Read your stakeholders better
*Communication insights |
7/18/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (24WI-0343)24WI-0343 | *List comparisons*ISERROR Function*COUNTIFS and SUMIFS*Increase indent command |
8/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing Preparation, Compilation and Review Engagements (Webinar) (24WI-0340)24WI-0340 | *Definition of an engagement*Forms, checklists and other documentation for preparing, compiling and reviewing engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service |
8/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing Preparation, Compilation and Review Engagements (Webinar) (24WI-0252)24WI-0252 | *Definition of an engagement*Forms, checklists and other documentation for preparing, compiling and reviewing engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service |
6/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (24WI-0221)24WI-0221 | *5-step process for recognizing revenue |
5/16/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Individual Tax Fundamentals: Tax Staff Essentials (Webinar) (24WI-0317)24WI-0317 | *Filing requirements and personal exemptions*Gross income inclusions, exclusions, and adjustments*Standard and itemized deductions*Tax credits*Tax provisions for high-income taxpayers*3.8% net investment income tax*Roth IRA, IRA, and retirement plan options*Section 199A qualified business income deduction |
7/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Intermediate Individual Taxation: Tax Staff Essentials (Webinar) (24WI-0237)24WI-0237 | *Gains and losses on property transactions
*Fringe benefits
*Retirement plan distributions
*Hobby losses
*Home offices
*Depreciation and amortization
*Tax credits
*The qualified business income deduction under Section 199A |
6/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Current and Upcoming FASB Issues (Webinar) (24WI-0365)24WI-0365 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB presentation and disclosure projects |
8/29/2024 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (24WI-0272)24WI-0272 | *A tour of the PowerBI.com interface
*Sharing data with Power Pivot and Power BI Desktop
*Creating visualizations and turning them into dashboards
*Sharing visualizations and dashboards with others |
6/26/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Reviewing Individual Tax Returns (Webinar) (24WI-0274)24WI-0274 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business startups and deductions
*Alimony
*Discharge of debt |
6/28/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (24WI-0350)24WI-0350 | *Creating reports and headers*Mapping tables*Error checking*Data validation |
8/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Better Way to Choose Your KPIs (Webinar) (24WA-5339)24WA-5339 | *KPIs*Performance measures*Metrics |
8/28/2024 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Resolving Ethical Conflicts (Webinar) (24WA-5269)24WA-5269 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
8/26/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Conducting a Remote Audit (Webinar) (24WI-0295)24WI-0295 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing |
7/17/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-5504)24WA-5504 | *Performance target design*Target testing |
9/4/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (24WI-0294)24WI-0294 | *Data validation feature in Excel*Conditional formatting*Skinny rows*Summing options |
7/16/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0316)24WI-0316 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning |
7/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Let Go and Lead: The Crucial Art of Delegation (Webinar) (24WI-0225)24WI-0225 | *When is it time to delegate
*What should you be delegating
*To whom should you be delegating it
*What are the benefits of creating more time to lead |
5/17/2024 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0303)24WI-0303 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions |
7/19/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 State and Local Government Audit Planning Considerations (Webinar) (24WI-0218)24WI-0218 | *GASB standards
*Government auditing
*Government accounting
*Financial statement audit considerations
*Emerging practice issues
*Planning considerations |
5/15/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Income and Tax Compliance Annual Update (Webinar) (24WI-0214)24WI-0214 | *IRS administrative issues, compliance and new forms
*Return preparation applications
*Strategies for tax savings
*New tax return disclosures |
5/14/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 990: Best Practices for Accurate Preparation (Webinar) (24WI-0280)24WI-0280 | *Primacy of the Form 990 as a "one size fits all" reporting mechanism*Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time*Addressing presence of "related organizations"*Identification of managers and measurements of their compensation*990 versus books-and-records financial statement detail*Disclosures of governance inputs and Boards' employ of policies |
7/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Advanced Tax Planning S Corporations: Tax Staff Essentials (Webinar) (24WI-0322)24WI-0322 | *S Corporation current developments: tax planning impact
*Compensation planning
*Basis in S Corporation stock
*Distributions
*Use of qualified subchapter S subsidiaries
*Liquidations, reorganizations, and redemptions
*Estate planning and use of trusts |
7/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Individual Income and Tax Compliance Annual Update (Webinar) (24WI-0239)24WI-0239 | *IRS administrative issues, compliance and new forms
*Return preparation applications
*Strategies for tax savings
*New tax return disclosures |
6/7/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting for Digital Assets under US GAAP, Part I (Webinar) (24WI-0278)24WI-0278 | *Brief overview of digital assets*How to account for investments in crypto assets, like bitcoin*How to account for the receipt of digital assets when received as consideration from a contract with a customer*How to apply the intangible asset accounting model to holdings of digital assets*How to account for the sale of digital assets*Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets |
7/9/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
How Culture Affects Risks (Webinar) (24WI-0241)24WI-0241 | *Communicating core values
*Corporate culture built upon core values
*Risk awareness
*Behavioral-based interviewing |
6/7/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (24WI-0333)24WI-0333 | *Creating PivotCharts*Pulling data from other sources |
8/8/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0298)24WI-0298 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
7/18/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel: Building Powerful Lookup & Reference Formulas (Webinar) (24WI-0305)24WI-0305 | *Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions
*Speeding up worksheet creation with the INDIRECT function
*Conditions with the LOGICAL functions (IF, AND, OR, NOT)
*ERROR checking functions |
7/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (24WI-0353)24WI-0353 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax |
8/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Taxation of Property Transactions: Tax Staff Essentials (Webinar) (24WI-0235)24WI-0235 | *Sections 1231, 1245, 1250
*Depreciation recapture
*Capital gains and losses
*Non-recognition transactions |
6/5/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Applying the Uniform Guidance in Your Single Audits (Webinar) (24WI-0366)24WI-0366 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit |
8/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0216)24WI-0216 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions |
5/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (24WI-0232)24WI-0232 | *Basic tax structure of partnerships and LLCs
*Electing to be taxed as a partnership: "Check-the-box" rules
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: general |
6/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Critical Business Risks: Identifying Your Blindspots (Webinar) (24WI-0246)24WI-0246 | *Key risks that may arise relating to:
*Digitalization of society
*Public distrust in business
*Trade tensions
*The impact of transitioning toward the circular economy
*Economic and social inequalities
*The changing regulatory environment |
6/10/2024 | 8 a.m. - 4 p.m. | Online | 7.5 CPE (0 tech, 7.5 non-tech) | |
SMART Goal-Setting As a Path to Flourishing (Webinar) (24WI-0209)24WI-0209 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success |
5/8/2024 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Lessee and Lessor Accounting (Webinar) (24WI-0304)24WI-0304 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases |
7/19/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Lessee and Lessor Accounting (Webinar) (24WI-0215)24WI-0215 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases |
5/14/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Annual Federal Tax Update (Webinar) (24WI-0206)24WI-0206 | *Income taxation of estates and trusts*IRS administrative issues, compliance, and updated forms*Court cases settled in the last year that provide tax return guidance*IRS summons and notification requirements*IRS rulings, procedures and notices published in 2023*Fringe benefits*Hobby vs. business*Corporate AMT regulations |
5/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Finance Business Partnering: The Essentials (Webinar) (24WI-0288)24WI-0288 | *Finance evolution and performance
*Barriers and how to overcome them
*Impact of technology
*Restructuring for the digital age
*Best behaviors
*Lessons on influence from psychology
*Communication
*Visual presentation |
7/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Form 990: Best Practices for Accurate Preparation (Webinar) (24WI-0344)24WI-0344 | *Primacy of the Form 990 as a "one size fits all" reporting mechanism*Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time*Addressing presence of "related organizations"*Identification of managers and measurements of their compensation*990 versus books-and-records financial statement detail*Disclosures of governance inputs and Boards' employ of policies |
8/14/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Forensic Accounting: Fraud Investigations (Webinar) (24WI-0236)24WI-0236 | *Evidence in the investigative process
*Tools used in forensic investigations
*Conducting interviews
*Forensic accounting reports
*Expert witness testimony |
6/6/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Revenue Recognition, Financial Instruments and Leases (Webinar) (24WI-0308)24WI-0308 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation |
7/23/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics and Professional Conduct (Webinar) (24WI-0238)24WI-0238 | *Discussion of what makes an ethical dilemma
*Review of recent ethical violations
*Practical applications of the independence and conflict of interest rules
*Current PCAOB concerns |
6/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (24WI-0362)24WI-0362 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Form 4562
*Form 4797 |
8/26/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (Webinar) (24WI-0251)24WI-0251 | *Discover the AI features already built into Excel
*Identify how ChatGPT can be used to research, create, understand and troubleshoot Excel functions and formulas
*Recognize how to streamline your Excel workflows and increase productivity |
6/11/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part III (Webinar) (24WI-0283)24WI-0283 | *How to recognize a derivative or embedded derivative in a digital asset transaction*How to determine if a derivative or embedded derivative meets the net settlement criterion*Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives*How the mining process is used to validate transactions*How revenue is recognized by mining entities |
7/11/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (24WI-0287)24WI-0287 | *Data modeling in Power Pivot
*Using basic DAX to create calculations
*What are and when to use calculated columns and measures
*Using the data model in Power Pivot to create PivotTables
*Hierarchies in Power Pivot |
7/12/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (24WI-0210)24WI-0210 | *Getting data into the correct structure
*Data sources that you can access
*Working with multiple tables and data sources
*Steps to import data for analysis
*Introduction to Power Query and Get and Transform |
5/8/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Linking Risk Management to Strategy (Webinar) (24WI-0331)24WI-0331 | *Enterprise risk management
*Strategic planning
*Key challenges organizations face
*The finance professional's expanding role
*Black Swan events |
8/8/2024 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
PCAOB Updates (Webinar) (24WI-0360)24WI-0360 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors |
8/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (24WI-0268)24WI-0268 | *Tour of the Power BI Desktop interface
*Using Power BI Desktop to connect to data sources
*Available visualizations in Power BI Desktop
*Building interactivity into visualizations |
6/25/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Reviewing Individual Tax Returns (Webinar) (24WI-0358)24WI-0358 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business startups and deductions
*Alimony
*Discharge of debt |
8/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Re-Defining the Face of Finance: How to Be Future-Ready (Webinar) (24WI-0224)24WI-0224 | *Future of finance
*Transformation of the profession
*Drivers of change
*Digital transformation
*Evolving workplace
*Changing roles
*Sustainability and ESG
*Business partnering |
5/16/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics without Fear for Accounting and Finance Professionals (Webinar) (24WI-0231)24WI-0231 | *Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world
*A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made |
6/3/2024 | 12 a.m. - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Estate & Trust Primer: Tax Staff Essentials (Webinar) (24WI-0207)24WI-0207 | *Types of trusts
*Trustee powers
*Recognition and realization of income
*Elements of an estate
*Taxation of trusts and estates
*Basic concepts of estate planning |
5/7/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Advanced Tax Planning S Corporations: Tax Staff Essentials (Webinar) (24WI-0234)24WI-0234 | *S Corporation current developments: tax planning impact
*Compensation planning
*Basis in S Corporation stock
*Distributions
*Use of qualified subchapter S subsidiaries
*Liquidations, reorganizations, and redemptions
*Estate planning and use of trusts |
6/4/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Forensic Accounting: Fraud Investigations (Webinar) (24WI-0337)24WI-0337 | *Evidence in the investigative process
*Tools used in forensic investigations
*Conducting interviews
*Forensic accounting reports
*Expert witness testimony |
8/13/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Continuing Saga of the 4% Rule: Creating and Managing a Retirement Withdrawal Plan (Webinar) (24WI-0266)24WI-0266 | *The latest thinking on the 4% rule
*How to guide clients towards a financially successful retirement |
6/25/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Lessee and Lessor Accounting (Webinar) (24WI-0248)24WI-0248 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SOC School Debrief: The Most Commonly Asked Questions (Webinar) (24WI-0265)24WI-0265 | *Complementary User Entity Controls (CUEC)*Subservice organization determinations*SOC 2+ reporting*Sufficient tests of design*Non-operating controls*Points of focus |
6/24/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are You Ready for Your Peer Review? (Webinar) (24WI-0307)24WI-0307 | *Peer review process and timeline.
*Quality control standards overview.
*Enhancing Audit Quality initiatives.
*Common issues identified in peer review and how to prevent them
*Best practices to prepare for your firm's peer review
*Peer Review resoures and tools |
7/23/2024 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Small Firm Issues (Webinar) (24WI-0270)24WI-0270 | *Small firm trends
*Common pitfalls
*Best practices used across the country
*Q&A session |
6/26/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (24WI-0332)24WI-0332 | *Risk management
*Value stream and Plus/Delta techniques
*Cyber risks
*Black Swan events |
8/8/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporations: Key Issues, Compliance and Tax Strategies: Tax Staff Essentials (Webinar) (24WI-0281)24WI-0281 | *S Corporation qualifications*Election of S Corporation status*Termination or revocation of S Corporation status*Pass-through of income and loss items to the shareholder*Distributions to S Corporation shareholders*Reporting and filing requirements*Choice of year-end*Shareholder basis |
7/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (24WI-0326)24WI-0326 | *Displaying, sorting and filtering PivotTables |
8/7/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Obtaining an Understanding of Internal Control (Webinar) (24WI-0341)24WI-0341 | *Various definitions and aspects of internal control, including separation of duties and safeguarding of assets*Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB*Factors to consider, for example, industry, regulation and nature of the entity*Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming |
8/13/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (24WI-0359)24WI-0359 | *Form 1120-S
*Schedule K-1
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 |
8/26/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (24WI-0324)24WI-0324 | *Creating PivotTables*PivotTable layouts and filters |
8/5/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book: Staying Compliant With Government Auditing Standards (Webinar) (24WI-0323)24WI-0323 | *Foundation and principles for use and application of GAGAS*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and CPE*Quality control and peer review*Standards for financial audits*Standards for attestation and review engagements*Fieldwork and reporting standards for performance audits |
8/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice (Webinar) (24WI-0258)24WI-0258 | *Overview of the SOC suite of services*Understanding the market for SOC engagements*Considerations when adding SOC services to your firm, including:*Identifying services*Building a SOC team*identifying clients*Identifying the proper engagement*Scoping and pricing considerations*Establishing a quality review process*Peer review considerations |
6/14/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 1: Tables and Named References (Webinar) (24WI-0289)24WI-0289 | *Using Tables to increase efficiency in Excel*Excel shortcuts |
7/15/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
SMART Goal-Setting As a Path to Flourishing (Webinar) (24WI-0249)24WI-0249 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success |
6/11/2024 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (24WI-0291)24WI-0291 | *Form 1120-S
*Schedule K-1
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 |
7/16/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (24WI-0301)24WI-0301 | *Conditional summing*Removing duplicate values*VLOOKUP function |
7/18/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Lessee and Lessor Accounting (Webinar) (24WI-0347)24WI-0347 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases |
8/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Postmortem Decisions that Must be Considered (Webinar) (24WI-0208)24WI-0208 | *Critical actions that need to be taken when your client passes away
*Guiding the heirs and fiduciaries of the decedent |
5/7/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (Webinar) (24WI-0282)24WI-0282 | *Types of contractors
*Non-revenue GAAP accounting for contractors
*Contractor financial statements
*Sureties and their place in the construction relationship |
7/11/2024 | 11:30 a.m. - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Conducting a Remote Audit (Webinar) (24WI-0222)24WI-0222 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing |
5/16/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part IV (Webinar) (24WI-0320)24WI-0320 | *What is crypto lending?*The meaning of commonly used crypto lending terms*How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements*Which disclosures are applicable based on the facts and circumstances |
7/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (24WI-0367)24WI-0367 | *5-step process for recognizing revenue |
8/30/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (24WI-0253)24WI-0253 | *The advantages of PivotTable for Data Analysis
*Step-by-Step PivotTable creation
*Creating PivotCharts |
6/12/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Leases: Mastering the New FASB Requirements (Webinar) (24WI-0219)24WI-0219 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements |
5/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Construction Contractors: Auditing Considerations (Webinar) (24WI-0321)24WI-0321 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors |
7/29/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Linking Risk Management to Strategy (Webinar) (24WI-0243)24WI-0243 | *Enterprise risk management
*Strategic planning
*Key challenges organizations face
*The finance professional's expanding role
*Black Swan events |
6/7/2024 | 11:30 a.m. - 1 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (24WI-0300)24WI-0300 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax |
7/18/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0223)24WI-0223 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
5/16/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (24WI-0336)24WI-0336 | *Improving the use of VLOOKUP with MATCH and VALUE/TEXT*The IFERROR and IF functions |
8/12/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Revenue Recognition, Financial Instruments and Leases (Webinar) (24WI-0361)24WI-0361 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation |
8/26/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (24WI-0348)24WI-0348 | *Basic tax structure of partnerships and LLCs
*Electing to be taxed as a partnership: "Check-the-box" rules
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: general |
8/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |