CPE Catalog & Events
Artificial Intelligence for Accounting and Finance Professionals - VIRTUAL
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Online
2.00 Credits
Member Price: $89
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
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Online
0.00 Credits
Member Price: $145
• 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
Small-Business Accounting, Audit, and Attest Update - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Small and medium-sized business-related ASUs, including recent PCC activities Practice guidance on ASC 842, Leases Recently issued AICPA standards Engagement quality update
Fraud Case Studies: Schemes and Controls - VIRTUAL
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Online
4.00 Credits
Member Price: $145
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
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Online
4.00 Credits
Member Price: $145
• Types of contractors • Non-revenue GAAP accounting for contractors • Contractor financial statements • Sureties and their place in the construction relationship
K2's Working Remotely - The New Normal
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Online
4.00 Credits
Member Price: $155
Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely
Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Member Price: $145
• 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
K2's Advanced QuickBooks Tips And Techniques
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Online
4.00 Credits
Member Price: $155
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
This Year's Top Tax and Financial-Planning Ideas - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Timely coverage of breaking tax legislation, including the 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 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
K2's Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 Credits
Member Price: $295
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLCs - VIRTUAL
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Online
4.00 Credits
Member Price: $145
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 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 corporation; 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 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both 704 and for "at-risk" under 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review 754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid
Buying and Selling a Business: Tax and Structuring Overview
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Online
4.00 Credits
Member Price: $145
• An overview of the beginning of the process and documents for preliminary tax planning • Recognizing the need for due diligence in acquisitions, including checklists of important points • Deemed asset sales - 338 and 338(h)(10) • The impact of the 197 amortizable intangibles regulations on the acquisition and disposition of a business • Allocating purchase price for tax advantage • Planning to avoid double taxation under the repeal of the General Utilities doctrine • Special problems and opportunities when an S corporation is the buyer or seller • Installment sale and interest issues • Avoiding tax pitfalls and recognizing tax planning opportunities • Unique issues in buying and selling LLC/partnership interests • Impact of the net investment income tax (NIIT) and the 199A pass-through deduction on the tax due on the sale of a pass-through entity • Individually owned goodwill
K2's Advanced Excel
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Online
8.00 Credits
Member Price: $295
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
A Complete Tax Guide to Exit Planning
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Online
2.00 Credits
Member Price: $89
• Gain exclusion and tax-free reorganization planning • Gain exclusion with sales of C corporation stock - Section 1202 • Deferral of gain with installment reporting • Gain planning with partnerships • Basis planning - basis step-up at death, gifts of interests to family • Restructuring the business entity - C vs. S corporation, partnerships, LLCs • Real estate planning - retention vs sales, like-kind exchanges • Employee stock ownership plans - special tax incentives • Employee benefit planning with ownership change • Taxes other than the federal income tax - state tax, estate, gift and generation-skipping taxes, and property taxes • Prospects for tax law change
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
Member Price: $89
• 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