Estate Planning: A Comprehensive Overview (Webinar) (24WC-0043)24WC-0043 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Pricing Client Accounting Services (Webinar) (24WC-0054)24WC-0054 | *Understand how psychology influences your pricing decisions*Learn how behavioral economic effects influence pricing*Comprehend what and how people buy*How to develop and price options*Using the Stan Shih Smile Curve to determine the value of various services |
4/30/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
What Every CPA Should Know About Fraud (Webinar) (24WC-0057)24WC-0057 | *How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Retirement Distributions: Planning Options (Webinar) (24WC-0048)24WC-0048 | *Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?* Self-directed IRA investment problems |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Unrelated Business Income Tax Fundamentals (Webinar) (24WC-0056)24WC-0056 | *Definition of unrelated business*Unrelated business income tax: origins, exclusions, modifications and exceptions*Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions*Special rules for advertising, bingo and trade shows*Debt financed income issues*Alternative investments*Filing requirements, including lessons learned from the past tax season*State UBIT filings and other federal filings relating to foreign investments |
4/30/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Ethical Responsibilities for CPAs: Ethics (Webinar) (24WC-0044)24WC-0044 | *Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Audits of 401(k) Plans (Webinar) (24WC-0042)24WC-0042 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits*Update of the changes affecting 401(k) plans*Compliance issues commonly encountered in 401(k) plan audits*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Common audit reporting and disclosure issues |
4/29/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits (Webinar) (24WC-0051)24WC-0051 | *Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q*Qualified Conservation Easements, Schedule U*Making Sec. 6166 election and using Graegin loans |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 706 Preparation Part 3: Reporting Deductions (Webinar) (24WC-0046)24WC-0046 | *How to report funeral and administrative expenses on Schedule J and/or L*How to report debts, mortgages and liens on Schedule K*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions*Charitable deduction Schedule O and potential problems |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fraud, Misstatements and Financial Reporting (Webinar) (24WC-0052)24WC-0052 | *Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Reporting Changes in Greater Detail (Webinar) (24WC-0045)24WC-0045 | *Reformatted financial statement details*RFS impact on business operations*Ten action items for immediate consideration*Five cases |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security and Fraud Prevention (Webinar) (24WC-0047)24WC-0047 | *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 |
4/29/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting Industry Update (Webinar) (24WC-0049)24WC-0049 | *FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards; and PCAOB standards |
4/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
R&D Tax Credits: IRS Scrutiny of Research Activity (Webinar) (24WC-0055)24WC-0055 | *Better understand the benefits and requirements of claiming R&D tax credits and other related expenses*Know what the IRS is focused on in examinations and audits of tax returns claiming R&D credits*Decipher the IRS's expectations of taxpayers filing refund claims that include R&D tax credits*More easily identify key strategies to minimize exposure from the IRS's increased focus on R&D tax credit abuses |
4/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
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) | |
Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (24WI-0040)24WI-0040 | n/a |
4/30/2024 | 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) | |
CANCELLED - Yellow Book: Staying Compliant with Government Auditing Standards (Webinar) (24WI-0047)24WI-0047 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*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*Fieldwork standards for performance audits*Reporting standards for performance audits |
5/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part III (Webinar) (24WI-0037)24WI-0037 | *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. |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (24WI-0042)24WI-0042 | *Section 199A qualified business income deduction*Timeshare properties*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 |
4/30/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 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) | |
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (24WI-0039)24WI-0039 | n/a |
4/29/2024 | 1 - 3 p.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) | |
Documenting Your EBP Audit: What You Need to Know (Webinar) (24WI-0038)24WI-0038 | *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 and participant accounts*Initial audits, plan mergers, and other issues |
4/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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) | |
Risk Management Is Evolving (Webinar) (24WI-0043)24WI-0043 | *Risk management*Value stream and Plus/Delta techniques*Cyber risks*Black Swan events |
4/30/2024 | 1 - 2 p.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) | |
Linking Risk Management to Strategy (Webinar) (24WI-0041)24WI-0041 | *Enterprise risk management*Strategic planning*Key challenges organizations face*The finance professional's expanding role*Black Swan events |
4/30/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Roles and Responsibilities in Risk Management (Webinar) (24WI-0044)24WI-0044 | *Risk management*Anticipatory leadership*Leadership roles in risk management |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (24WI-0046)24WI-0046 | n/a |
5/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (24WI-0045)24WI-0045 | n/a |
5/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2018 Yellow Book Independence Requirements (Webinar) (23WX-4132)23WX-4132 | *Key changes to documenting independence in an audit conducted in accordance with GAGAS*Enhanced documentation required once a significant threat has been identified and the safeguards applied*Clarifications related to certain services that always impair independence*Clarification related to when the conceptual framework must be used*Clarifications related to determining if clients possess suitable skills, knowledge or experience to take responsibility for the non-attest services provided by auditors*Other important matters contained in the 2018 Government Auditing Standards related to independence |
4/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues (Webinar) (23WX-4115)23WX-4115 | *Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and California*Discussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabis*The state of Colorado will be used as an example of cannabis economics and regulatory oversight |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Payroll Essentials: De-mystifying Form W-4 (Webinar) (23WX-4141)23WX-4141 | *Form W-4, Employee Withholding Certificate changes*Understanding what an employer can, and cannot do with regards to Form W-4 |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Supervision/Management Competencies: An Ethical Approach (Webinar) (23WX-4143)23WX-4143 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills |
4/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Audit 504: Making Rain - Success with Clients and Prospects (Webinar) (23WX-4126)23WX-4126 | *Continued marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Entertainment, Meals & Travel Expenses: Review and Update (Webinar) (23WX-4140)23WX-4140 | *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 |
4/30/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Project Management: Enhancing Ongoing Client Engagements (Webinar) (23WX-4119)23WX-4119 | *Clarification between workflow and project management and the use of each*Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Todd and Julie Chrisley Go to Prison (Webinar) (23WX-4147)23WX-4147 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing |
4/30/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (23WX-4116)23WX-4116 | *What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions |
4/27/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (23WX-4128)23WX-4128 | *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 |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to the Property & Casualty Insurance Industry (Webinar) (23WX-4137)23WX-4137 | *The unique regulatory world of insurance*Differences from other industries*Differences within the industry*Types of accounting*Involvement of specialists*Tax considerations |
4/30/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Office 365 Teams App: Optimizing Your Setup & Configuration (Webinar) (23WX-4129)23WX-4129 | *Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content |
4/29/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Motivating the Right Way: Get the Most From Your Staff! (Webinar) (23WX-4118)23WX-4118 | *The issues and alternatives of motivation*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Reporting the Results of a Fraud Investigation (Webinar) (23WX-4139)23WX-4139 | *Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Charity Qualification Under the Public Support Tests (Webinar) (23WX-4130)23WX-4130 | *Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
4/29/2024 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Taxation of Judgements and Settlements (Webinar) (23WX-4145)23WX-4145 | *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 |
4/30/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (23WX-4114)23WX-4114 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities |
4/27/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New IRS Case Roadblocks (Webinar) (23WX-4134)23WX-4134 | *Administrative strategies for resolving a TFRP assessment*How to prepare for negotiating an installment agreement*Tips for handling apathetic or indifferent Revenue Officers*How to stage different case obstacles and roadblocks through completion |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Common Financial Statement Disclosures (Webinar) (23WX-4133)23WX-4133 | *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 |
4/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Eldercare Financial Scam Protection (Webinar) (23WX-4148)23WX-4148 | *Exponential growth of aging population due to Baby Boomers*Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
4/30/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel: Two Must Know Features - Defined Names & Tables (Webinar) (23WX-4142)23WX-4142 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-4124)23WX-4124 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (23WX-4117)23WX-4117 | *Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations |
4/27/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Ethics: How to Give and Receive Criticism the Right Way (Webinar) (23WX-4127)23WX-4127 | *True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way*Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life |
4/29/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Tax Penalties and Penalty Abatement (Webinar) (23WX-4122)23WX-4122 | *The basics of tax penalties*How CPAs can assist their clients with seeking penalty abatement |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (23WX-4136)23WX-4136 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26Â with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26Â with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26Â with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation |
4/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Webinar) (23WX-4135)23WX-4135 | *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 |
4/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Defining Where and Why Internal Controls are Needed (Webinar) (23WX-4131)23WX-4131 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
4/29/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Take Command of your Time (Webinar) (23WX-4146)23WX-4146 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Tactics to Find Work Life Balance in a Complex World (Webinar) (23WX-4120)23WX-4120 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list |
4/29/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Audit 503: Management - Being a Balanced Leader-Manager (Webinar) (23WX-4121)23WX-4121 | *Differentiating between managing and leading, while highlighting the importance of each*Assessing your own natural management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict |
4/29/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New What's New in Excel (Webinar) (23WX-4138)23WX-4138 | *New features and tools in Excel*Updates to the Excel Function Library |
4/30/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
PPP Fraud and Financial Professionals (Webinar) (23WX-4125)23WX-4125 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation |
4/29/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Remote Working for Accountants (Webinar) (23WX-4144)23WX-4144 | *Remote working overview*Pros and cons of remote working*Remote work case studies*Leading remote work software and vendors *Lessons learned to date*Key resources and communities online tarter strategy for accountants |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Blockchain Technology: What Every CPA Should Know (Webinar) (23WX-4113)23WX-4113 | *An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing |
4/27/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2022 Tax Legislation: Inflation Reduction Act and CHIPS Act (Webinar) (23WX-4123)23WX-4123 | *Inflation Reduction Act of 2022*The new 15% corporate AMT*Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
4/29/2024 | 9:30 - 11:30 a.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 |
Moving Beyond the Basics of Excel (Webinar) (24WA-0263)24WA-0263 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0291)24WA-0291 | *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 |
5/2/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
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) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0264)24WA-0264 | *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 insp |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0270)24WA-0270 | *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 |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0288)24WA-0288 | *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 |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
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 |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0293)24WA-0293 | *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 |
5/2/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0272)24WA-0272 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
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) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-0274)24WA-0274 | *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 cl |
4/30/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
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) | |
Excel Tips & Tricks for the Non-Accountant (Webinar) (24WA-0278)24WA-0278 | *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; Best practices |
4/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 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) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0268)24WA-0268 | *Leases*FASB Update*Audit Evidence |
4/29/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 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) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0286)24WA-0286 | *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. |
5/2/2024 | 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-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) | |
Communication Skills for CPAs (Webinar) (24WA-0280)24WA-0280 | *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 |
4/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 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) | |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0283)24WA-0283 | *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*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 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) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0260)24WA-0260 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/27/2024 | 1 - 5 p.m. | Online | 4 CPE (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) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0292)24WA-0292 | *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 |
5/2/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 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) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0289)24WA-0289 | *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. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-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 |
Real Estate Tax Update (Webinar) (24WA-0267)24WA-0267 | *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, |
4/27/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
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) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0266)24WA-0266 | *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: t |
4/27/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0269)24WA-0269 | *Private company ASUs*Audit evidence*Quality Management |
4/29/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 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) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0261)24WA-0261 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 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 |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0275)24WA-0275 | *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 |
4/30/2024 | 4 - 6:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0258)24WA-0258 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/27/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
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) | |
The Ethical Side of Trust (Webinar) (24WA-0290)24WA-0290 | *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 |
5/2/2024 | 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-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) | |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0279)24WA-0279 | *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 cl |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 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) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0284)24WA-0284 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/1/2024 | 9 - 11:10 a.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) | |
2023 Federal Tax Update for Business (Webinar) (24WA-0282)24WA-0282 | *2022-23 business tax legislation, rulings and developments*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S Corporation and partnership developments, with a focus on the new K-2 and K-3 schedules*Tra |
4/30/2024 | 1 - 5 p.m. | Online | 4 CPE (4 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 |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0285)24WA-0285 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/1/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
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 |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0262)24WA-0262 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
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 |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0271)24WA-0271 | *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 |
4/29/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
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 |
2023 Federal Tax Update for Individuals (Webinar) (24WA-0281)24WA-0281 | *2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Capital gain and losses, royalties, alter |
4/30/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0259)24WA-0259 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/27/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
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) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0265)24WA-0265 | *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 ad |
4/27/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 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) | |
Everyday Ethics (Webinar) (24WA-0287)24WA-0287 | *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. |
5/2/2024 | 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-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 |
K2's Accounting Automation (Webinar) (24WA-0277)24WA-0277 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/30/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0273)24WA-0273 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
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) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0276)24WA-0276 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/30/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 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: May 2024 Webinar Bundle (Webinar) (24WX-0052)24WX-0052 | *Week 1: CFO Series - Tactics to Reduce Risk - 3rd Strategy to Help ROI | CPE: 2 | Field of Study: Auditing | Discussion Leader: Brian Maturi, MBA, FCA | Date: 05/03/2024, 10 a.m. | Description: What do investors want? They actively pursue three key strategies: 1) improve profit (most overused strategy) 2) reduce investment (an underused strategy) 3) reduce risk (a much-neglected strategy) In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!*Week 2: CFO Series - Why You Should Be a Learnaholic - Staying Ahead! | CPE: 2 | Field of Study: Personal Development | Discussion Leader: Jane Mims, Ph.D. | Date: 05/10/2024, 10 a.m. | Description: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss!*Week 3: CFO Series - The ROI on Your People? Maximizing Returns! | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Robert Mims, CPA | Date: 05/17/2024, 10 a.m. | Description: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?*Week 4: CFO Series - Accepting Perfectionists - Understand & Adapting | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: 05/24/2024, 10 a.m. | Description: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them. |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (2 tech, 6 non-tech) | |
New Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (24WX-0047)24WX-0047 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services |
4/29/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 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 The Social Media Blueprint for Accounting Firms (Webinar) (24WX-0045)24WX-0045 | *An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy*Current trends in lead generation using social platforms*Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts |
4/29/2024 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 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 Governmental GAAP Update (Webinar) (24WX-0046)24WX-0046 | *GASB 94*GASB 96 |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Improve Spreadsheets by Building Controls in Excel (Webinar) (24WX-0050)24WX-0050 | *Learn best practices when designing your spreadsheets *How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Synchronize Files to the Cloud with OneDrive and SharePoint (Webinar) (24WX-0048)24WX-0048 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize to your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes |
4/29/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Fraud, Controls & Ethics: Best Practices & Case Studies (Webinar) (24WX-0049)24WX-0049 | *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 |
4/30/2024 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
New CFO Series: Tactics to Reduce Risk - 3rd Strategy to Help ROI (Webinar) (24WX-0053)24WX-0053 | *Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory*What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job*Managing risk: avoid, transfer, mitigate or accept |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 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) | |
New Engagement Management with the Microsoft 365 Planner App (Webinar) (24WX-0051)24WX-0051 | *Overview of the Planner app features and functionality*Step-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a template*Creating tasks with checklists*Assigning tasks*Scheduling tasks*Setup recurring tasks*Attach files to a task*Maintain a task activity journal*Manage task views with buckets and tags*Integrate plan schedules with your Outlook calendar*Detailed review of plan / task progress reporting features*Using plan templates for recurring engagements |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0643)24WA-0643 | *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 |
4/27/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0644)24WA-0644 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
4/27/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 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)Â |
6/20/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0677)24WA-0677 | *Computer software*Google |
5/2/2024 | 5 - 8:45 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) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0641)24WA-0641 | *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 |
4/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 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) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0690)24WA-0690 | *Performance target design*Target testing |
5/3/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0649)24WA-0649 | *Sexual harassment prevention*Company culture |
4/29/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 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) | |
Navigating Leaves of Absence (Webinar) (24WA-0660)24WA-0660 | *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 |
4/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0687)24WA-0687 | *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 |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 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) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0683)24WA-0683 | *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 |
5/3/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 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) | |
Employment Law 101 (Webinar) (24WA-0653)24WA-0653 | *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 |
4/29/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 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) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0646)24WA-0646 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
4/27/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0645)24WA-0645 | *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 |
4/27/2024 | 11 a.m. - 12:05 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-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) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0667)24WA-0667 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
4/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 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) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0647)24WA-0647 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
4/27/2024 | 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-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 QuickBooks for Accountants (Webinar) (24WA-0684)24WA-0684 | *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 |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 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) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0691)24WA-0691 | *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 |
5/3/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 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 |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0692)24WA-0692 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/3/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
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 Now is the Time to Automate (Webinar) (24WA-0665)24WA-0665 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
4/30/2024 | 5 - 6:50 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) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0650)24WA-0650 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 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 Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0670)24WA-0670 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 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) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0681)24WA-0681 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/3/2024 | 2 - 3 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 Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0658)24WA-0658 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
4/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 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)Â |
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) | |
Partnership Tax Updates (Webinar) (24WA-0689)24WA-0689 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
5/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 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 Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0685)24WA-0685 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/3/2024 | 12 - 1 p.m. | Online | 1 CPE (1 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) | |
Governmental Accounting 101 (Webinar) (24WA-0655)24WA-0655 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 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) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0673)24WA-0673 | *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 |
5/2/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 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) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0638)24WA-0638 | *Classification of workers as employees or independent contractors |
4/27/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 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) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0674)24WA-0674 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/2/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 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 The Digital Home (Webinar) (24WA-0642)24WA-0642 | *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 |
4/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 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) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0672)24WA-0672 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/1/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 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)Â |
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) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0657)24WA-0657 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
4/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0639)24WA-0639 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
4/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 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)Â |
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) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0680)24WA-0680 | *Employee relations*Leadership |
5/3/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0675)24WA-0675 | *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 |
5/2/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 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) | |
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 Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0688)24WA-0688 | *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 |
5/3/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 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 Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0676)24WA-0676 | *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 |
5/2/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 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) | |
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)Â |
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) | |
DEI in the Remote Work Era (Webinar) (24WA-0679)24WA-0679 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/3/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 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 CPA Firm Update (Webinar) (24WA-0659)24WA-0659 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
4/29/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 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) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0652)24WA-0652 | *Employee relations*Leadership |
4/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0654)24WA-0654 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/29/2024 | 9 - 10:50 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) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0637)24WA-0637 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
4/27/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 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) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0656)24WA-0656 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
4/29/2024 | 12 - 1:50 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) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0664)24WA-0664 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
4/29/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 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)Â |
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 Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0668)24WA-0668 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 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) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0640)24WA-0640 | *Federal non-compete law*State non-compete law |
4/27/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 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 Six Essential Teams Features (Webinar) (24WA-0686)24WA-0686 | *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 |
5/3/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 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) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0663)24WA-0663 | *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 |
4/29/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0666)24WA-0666 | *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 |
4/30/2024 | 5 - 6:50 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) | |
DEI in the Remote Work Era (Webinar) (24WA-0651)24WA-0651 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
4/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 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) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0648)24WA-0648 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 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) | |
K2's CPA Firm Update (Webinar) (24WA-0671)24WA-0671 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 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) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0682)24WA-0682 | *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 |
5/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 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) | |
Partnership Tax Updates (Webinar) (24WA-0661)24WA-0661 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 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 Accounting Solutions Mid-Market (Webinar) (24WA-0669)24WA-0669 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/1/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 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) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0678)24WA-0678 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA)Â |
5/2/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0662)24WA-0662 | *Performance target design*Target testing |
4/29/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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) | |
401(k) Audit Basics: Part 2 - Participant Data and Contributions Testing (Webinar) (24WI-0059)24WI-0059 | *Participant data testing*401(k) plan contribution types*Parties in interest and prohibited transactions |
5/2/2024 | 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 |
Surgent's Handling Difficult People (Webinar) (24WS-0077)24WS-0077 | *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 |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (24WS-0076)24WS-0076 | *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 |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Managing People Through Motivation (Webinar) (24WS-0075)24WS-0075 | *What it means to engage people*Get your employees charged*What truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies |
4/29/2024 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's A Complete Guide to Offers in Compromise (Webinar) (24WS-0078)24WS-0078 | *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 |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accountability: Stop the Blame Game (Webinar) (24WS-0074)24WS-0074 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game...what you do/don't do well |
4/29/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
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) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0110)24WI-0110 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0111)24WI-0111 | *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 |
5/1/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
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) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0113)24WI-0113 | *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 |
5/3/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 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) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0112)24WI-0112 | *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 |
5/2/2024 | 12 - 1 p.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) | |
An Introduction to Impact Reporting with the GRI Standards (Webinar) (24WI-0109)24WI-0109 | *Mission and global impact of GRI*Double materiality and impact reporting*Approach to standards development*Structure of the standards*Introduction to GRI Academy |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 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 Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (24WS-0097)24WS-0097 | *Automation capabilities of Excel*The "Get & Transform" tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Ethical Considerations for the CPA (Webinar) (24WS-0096)24WS-0096 | *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 |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
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 Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0095)24WS-0095 | *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? |
4/29/2024 | 2 - 4 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-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 Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0098)24WS-0098 | *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 |
4/30/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 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: 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: 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-P040)24SR-P040 | *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
|
5/2/2024 | 9 a.m. - 4 p.m. | Minneapolis, MN | 6 CPE (4 tech, 2 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) | |
New CFO Series: Big Picture Mega-Trends and Risks (Virtual) (24SR-0006)24SR-0006 | *Module 1: Big Picture Mega-Trends, Big Data and World We Now Face – world economic trends; demographic changes impacting the economy; technology influences
*Module 2: Cryptocurrencies for the CFO: Explaining Blockchain – digital assets; understanding cryptocurrencies, blockchain and NFTs; explaining crypto language
*Module 3: Deceit and the Whys Behind the Lies: Understanding Ethics – ethical issues involving workplace dynamics; emotion as a vital role in ethical dilemmas and solutions; lie recognition
*Module 4: Office Politics: Navigating the Minefield – personality challenges within a workplace; managing problem personalities; navigating difficult conversations; the CFO’s role in workplace politics |
4/29/2024 | 8:30 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | 2 Ethics |
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 & 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 and public companies; and nonprofits
*The most commonly adopted ESG frameworks in North America
*How ESG creates opportunities for CPAs in 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 resilient workforce
*Post-pandemic strategies for your business to succeed
*Pivoting & changing business models
*Pivoting & changing business models -- a case study
*Understanding the 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 | The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act; 2) A review of any tax legislation enacted in 2024; 3) FinCEN's beneficial ownership information reporting rules; 4) Regulations modifying the required minimum distribution (RMD) rules for 2024; 5) An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles; 6) Employee Retention Credit Developments; 7) 1099-K reporting rules for 2024; 8) Digital asset developments; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments. |
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 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 The SECURE Act 2.0*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of §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 |
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 Kaester 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:Â 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:Â 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)Â *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 SupplementÂ
*Uniform Guidance administrative requirements and cost principlesÂ
*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 qualityÂ
*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
|
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?
|
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 | *Nexus*State income taxes for partnerships, S corps, C corps and individuals*And more! |
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
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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 | *Cannabis industry overview
*Minnesota-specific 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 exploring the cannabis business
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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
*A real-life case study that demonstrates the importance of being a "voice of one"
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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, 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
|
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
|
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) | |
Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (24WS-0121)24WS-0121 | *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 |
5/1/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Management Fundamentals (Webinar) (24WS-0125)24WS-0125 | *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 |
5/1/2024 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (24WS-0124)24WS-0124 | *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 |
5/1/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel Tables and Conditional Summing (Webinar) (24WS-0122)24WS-0122 | * Using the Table object to store data * Using the conditional summing function to aggregate Table data * Using the Table object to create mapping tables |
5/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (24WS-0123)24WS-0123 | *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 |
5/1/2024 | 12 - 2 p.m. | Online | 2 CPE (2 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) | |