CPE Catalog & Member Events
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What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
The Controller Function - Inventory Part 1
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Operations
Character and Trust: The Difference Maker in Effective Collaboration
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Webinar
2.00 Credits
Member Price: $89
Definition of Collaboration Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
New PCAOB Quality Control Standard Overview
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Webinar
2.00 Credits
Member Price: $89
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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Webinar
2.00 Credits
Member Price: $99
• Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart• Authorities & Disciplines in Fiduciary Accounting & Taxation• Fiduciary Tax Rates and Brackets• Introduction to Subchapter J• 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates• Use of a Tax Spreadsheet
Monthly Federal Tax Updates - August 2026
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Current Audit Environment and ASB Activity
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Webinar
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Webinar
4.00 Credits
Member Price: $99
• Valuing businesses• Negotiate the right price• Understand the keys to effective and efficient due diligence• Prepare and review agreements• Plan and execute an effective integration• Key considerations when selling a business
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
• Consolidation accounting framework• Voting control • Variable Interest Entities• Business combinations• Control case examples• Business combination case examples• Disclosures
How Fraud Can Affect Smaller Organizations 26-27
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Webinar
4.00 Credits
Member Price: $175
• The reasons for fraud• Fraudulent acts that are initiated against smaller organizations• Methods to stop fraud attempts against small businesses
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Webinar
4.00 Credits
Member Price: $149
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Hands-On Tax Return Workshop – S Corporations (Form 1120S)
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation
AI & Accounting in Retail
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
Schedule K-1: What is it & What do I do with it?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Numbers to Narrative: Storytelling in Business Communication
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry
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Webinar
1.00 Credits
Member Price: $39
The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest
Ethics - Keeping the Good from Breaking Bad
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Webinar
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions
The Controller Function - Cash and Investments
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Roadmap to Ethical Decision Making
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Webinar
2.00 Credits
Member Price: $89
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
K2’s Formatting Excel Spreadsheets The Right Way
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Webinar
2.00 Credits
Member Price: $89
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates