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CPE Catalog & Events

Course delivery

Our Live Learning, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 6381 Webcasts Results

K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency

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Webinar

4.00 Credits

Member Price: $129

Information Technology Cryptocurrency Blockchain

K2's 2023 Kicking It Up A Notch With KPIs

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Webinar

1.00 Credits

Member Price: $39

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

Connected Leadership: Foster and Retain an Engaged Team

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Webinar

2.00 Credits

Member Price: $79

Government Auditing Standards Independence 2024

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Webinar

2.00 Credits

Member Price: $89

Independence requirements under the Government Auditing Standards

Implementing and Maintaining an Internal Control System 2024

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Webinar

8.00 Credits

Member Price: $299

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Real Estate Taxation Full Circle 2024

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Webinar

8.00 Credits

Member Price: $299

Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)

Strategies for Tax Dispute Resolution 2024

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Webinar

8.00 Credits

Member Price: $299

Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court

K2's 2023 Six Essential Teams Features

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Webinar

1.00 Credits

Member Price: $39

Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams

Improving Excel Productivity with AI 2024

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Webinar

1.00 Credits

Member Price: $49

Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding

Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results

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Webinar

1.00 Credits

Member Price: $39

Relationships

The Essentials of Fringe Benefit Planning

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Webinar

2.00 Credits

Member Price: $79

An overview of the fringe benefit planning process Understanding the needs of the business owner Understanding the needs of the employees Options under IRC §132 fringe benefit plans Automobile issues Disability issues Dependent care issues Medical issues Long-term care issues Life insurance issues Education issues Expense reimbursement issues Cafeteria plan issues

K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection

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Webinar

8.00 Credits

Member Price: $225

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

Controller Series: Sending and Receiving the Gift of Feedback

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Webinar

1.00 Credits

Member Price: $71

What are the three types of feedback and when to use each? Type 1: Evaluation Type 2: Appreciation Type 3: Coaching Commonality in all three Identify the barriers and blind spots in receiving feedback Recognize how emotions turn feedback into a battle Solicited & unsolicited feedback Key takeaways

Why Can't We All Just Get Along? Understanding & Appreciating Our Differences

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Webinar

1.00 Credits

Member Price: $39

Emotional Intelligence Communication Teamwork

The Future of Communication: How AI and Synthetic Media Can Transform Your Business

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Webinar

1.00 Credits

Member Price: $39

Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity  

401(k) Audit Basics, Part 4 - Notes to Financial Statements and Current Topics

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Webinar

2.00 Credits

Member Price: $118

Unique plan financial statement disclosures Hot topics for your 2024 EBP audits Q&As

Surgent's Update on the SECURE 2.0 Act

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Webinar

2.00 Credits

Member Price: $99

Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule

Collaborative Communications: Working with Diverse Styles

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Webinar

2.50 Credits

Member Price: $89

Communications 

Surgent's Construction Contractors: Accounting and Financial Reporting Issues

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Webinar

4.00 Credits

Member Price: $159

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

A Coach Approach to Feedback: How To Have an Action Oriented Conversation

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Webinar

2.00 Credits

Member Price: $79