CPE Catalog & Events
K2's 2023 Simplifying And Economizing Your Tech Stack
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Webinar
1.00 Credits
Member Price: $39
Identifying the tech tools you need and those you don’t Canceling unnecessary licenses and subscription services
Essential Skills for Powerful Business Writing
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Webinar
2.00 Credits
Member Price: $118
Save time by planning and organizing your writing Prepare beginnings and endings that grab and keep the reader's attention Put your writing on a diet, cut the fat and write concisely Writing mechanics including word usage, grammar, punctuation, and proofreading Edit and polish your writing for maximum impact Practice with real-world writing makeovers
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
Applying the Uniform Guidance in Your Single Audits
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Webinar
8.00 Credits
Member Price: $332
Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing, and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
The Best Federal Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Emotional Intelligence
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships
Promoting Mental Health in the Workplace to Prevent Violence
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Webinar
1.00 Credits
Member Price: $39
Mental Health Awareness
Networking Works: Build Relationships to Build Your Business
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Webinar
1.00 Credits
Member Price: $39
Communication Relationship-building Active listening Public speaking
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Webinar
1.50 Credits
Member Price: $59
Culture Trust
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Webinar
2.00 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
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Webinar
8.00 Credits
Member Price: $225
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
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
Leadership
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