CPE Catalog & Events
Why Auditors Fail To Detect Fraud
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Webinar
2.00 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Webinar
8.00 Credits
Member Price: $225
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
Principles of Collaboration: Weigh in to the Buy In
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Webinar
1.00 Credits
Member Price: $71
Collaboration - Why it matters now Definition of collaboration How to Facilitate Collaboration Collaboration Techniques Examples of Collaboration
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Webinar
1.00 Credits
Member Price: $49
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Webinar
2.00 Credits
Member Price: $99
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
Surgent's Real Estate for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
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
Systems Thinking for CPAs 2024
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Webinar
2.00 Credits
Member Price: $89
Pattern recognition and interconnectedness Foresight Emergence Complexity System mapping
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
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Webinar
4.00 Credits
Member Price: $159
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?
Preparing for & Conducting Discharge Meetings
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Webinar
1.00 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
When Leadership Fails
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Webinar
2.00 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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Webinar
2.00 Credits
Member Price: $79
Understand the need for protecting client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Webinar
2.00 Credits
Member Price: $118
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webinar
2.00 Credits
Member Price: $119
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
K2'S 2022 Supercharging Your Spreadsheet Collaboration
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Webinar
1.00 Credits
Member Price: $39
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
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Webinar
1.00 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
What Does Fraud Look Like?
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Webinar
2.00 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
K2's 2023 Ripped From The Headlines
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Webinar
2.00 Credits
Member Price: $79
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
Lessee and Lessor Accounting
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Webinar
2.00 Credits
Member Price: $118
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Webinar
2.00 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions