CPE Catalog & Member Events
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K2’s Data Security And Privacy Issues And Solutions
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Webinar
2.00 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $89
COSO Yellowbook Auditing
Listening to the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $89
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
The Preparation of Form 709 – Line-by-Line
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Webinar
2.00 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Section 199A Compliance: Rules and Reporting After OBBA
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Webinar
2.00 Credits
Member Price: $89
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 Section 199A flowchart
Drive Results with Metrics
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Webinar
2.00 Credits
Member Price: $89
Performance Metrics Budgets
Case Studies in Accounting Fraud 26-27
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Webinar
4.00 Credits
Member Price: $175
• Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud• Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing• Review of recent cases involving the same common fraud schemes that have always existed
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Let's Play The 90 Day Money Game!
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Webinar
4.00 Credits
Member Price: $149
Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress
CalCPA Express Federal Tax Update January 2027
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Webinar
8.00 Credits
Member Price: $329
• Discuss the most recent individual and business income tax legislation passed to date (i.e., The Big Beautiful Bill) and the expiration or extension of any TCJA provisions after 2025• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)• Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations
Self-Rental Real Estate: Passive Activity & Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
2026 Tax Season Update with Steve Dilley
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Webinar
8.00 Credits
Member Price: $250
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
CPA to CFO: Essential Competencies for Finance Leaders
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
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Webinar
1.00 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Webinar
2.00 Credits
Member Price: $89
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Analytical Procedures for Nonprofits
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Webinar
2.00 Credits
Member Price: $89
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
International Tax Treaties
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Webinar
2.00 Credits
Member Price: $89
Tax treaties Tax impact of cross-border transactions
Tax Depreciation: How to Optimize Deductions
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Webinar
2.00 Credits
Member Price: $89
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
International Cross Border Transactions
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Webinar
2.00 Credits
Member Price: $89
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Using ChatGPT with Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros