CPE Catalog & Events
Hands-On Tax Return Workshop – S Corporations (Form 1120S)
-
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
K2’s Ten PDF Tips You Need To Know
-
Webinar
1.00 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
Can You Really Do That With AI?
-
Webinar
1.00 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance
The Risks of Artificial Intelligence - Part 1
-
Webinar
1.50 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
Webinar
2.00 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Budget Mastery: Process, Problems, and Solutions
-
Webinar
2.00 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
Metrics Management – Selecting the Right KPIs
-
Webinar
2.00 Credits
Member Price: $89
What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Understanding who the "customer"of a report really is Avoiding metric overload and bad incentives Linking departmental metrics to enterprise strategy The role of non-financial metrics in driving results Real-world KPI examples across industries
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
-
Webinar
4.00 Credits
Member Price: $149
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
-
Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
-
Webinar
1.50 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
Tactical Business Systems – Getting the Most from Information Systems and ERP
-
Webinar
2.00 Credits
Member Price: $89
The CFO’s role in IT and systems governance Understanding what IT, ERP, and AI actually do—and don’t do Common system problems and why implementations fail Defining system needs before selecting software Documenting current processes and identifying gaps ERP selection, implementation steps, and risk management Cybersecurity, data security, and technology risk Post-implementation measurement and continuous improvement
The Controllership Series - Financial Statement Preparation
-
Webinar
2.50 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
-
Webinar
3.50 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
The Art of Marketing for CPAs
-
Webinar
4.00 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Small Business Risk Avoidance
-
Webinar
4.00 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
The Risks of Artificial Intelligence - Part 2
-
Webinar
1.50 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
K2’s Advanced Topics In Power BI
-
Webinar
2.00 Credits
Member Price: $89
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
Defining Lines: Advanced Professional Boundaries
-
Webinar
2.00 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
Webinar
2.00 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents