CPE Catalog & Events
Foundations of Business Valuation
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Live Virtual Seminar
8.00 Credits
Member Price: $349
Business valuation purposes and intended users Valuation standards and other requirements Appraisal principles and approaches Qualitative and quantitative valuation analysis Discounts, premiums, and adjustments
Education Deductions & Credits
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Live Virtual Seminar
2.00 Credits
Member Price: $135
Tax deductions and credits for taxpayers Explanations of 529 plans College financial aid Coverdell ESAs American Opportunity and Lifetime credits Series EE bonds Employer assistance programs and student loan interest
Best of Tax Planning And Retirement Ideas for Individuals
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Live Virtual Seminar
8.00 Credits
Member Price: $300
Planning ideas for the W-2 taxpayer Planning for the small business owner Planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.
2024 FASB and AICPA Update
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Live Virtual Seminar
8.00 Credits
Member Price: $295
AHI Staff Training: Management and Leadership Essentials
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Live Virtual Seminar
8.00 Credits
Member Price: $495
Expectations of the supervisor Managing self and priorities Improving sommunication skills
2024 Technology Conference
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Live Virtual Conference
16.00 Credits
Member Price: $495
See agenda tab above to view the entire conference agenda.
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Value Pricing Starts By Working with the Right Clients | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
Ethical Considerations for CPAs
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Live Virtual Seminar
4.00 Credits
Member Price: $200
The CPA’s role in today’s economy The similarities and differences between individual and business ethics The link between ethics, integrity and scruples The basic attributes of ethics and professional conduct The history of the CPA profession and the CPA’s requirement to adhere to ethics policies and codes of conduct The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public, clients, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careerson
Insurance Industry Conference (IN-PERSON ATTENDANCE)
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Altoona
8.00 Credits
Member Price: $295
View the "agenda" tab above for the full conference schedule.
Insurance Industry Conference (WEBCAST ATTENDANCE)
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Live Virtual Conference
8.00 Credits
Member Price: $295
View the "agenda" tab above for the full conference schedule.
K2’s Accountant's Guide to QuickBooks Online
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Live Virtual Seminar
8.00 Credits
Member Price: $255
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
K2’s Better Productivity Through Artificial Intelligence and Automation
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
K2’s Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Understanding many of today’s emerging technologies and their role in business environments Applied examples of artificial intelligence and machine learning Risks associated with emerging technologies
Interstate Insights: Regional Perspectives on Multistate Tax Trends
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Live Virtual Seminar
4.00 Credits
Member Price: $209
More information coming soon!
K2’s Ethics and Technology
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
K2’s Mastering Advanced Excel Functions
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
2024 Mid-Year Individual Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Major changes to legislation Status issues Divorce issues Death of a taxpayer issues Military issues Income and deduction planning ideas Non-resident and resident alien issues Foreign related reporting issues Cryptocurrency Compensation and fringe benefits Social Security issues Capital gains Deduction issues Kiddie Tax Various credits
K2’s Technology for CPAs - Don't Get Left Behind
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Live Virtual Seminar
8.00 Credits
Member Price: $255
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
2024 Mid-Year Business Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Major changes to legislation Start-up and organizational expenses Employing a family member Health insurance issues Business use of home Profit motive Marijuana issues Depreciation issues Cryptocurrency Employee vs. Independent Contractor issues Meals and entertainment Vehicle issues Real estate issues Section 199A issues Compensation issues Retirement plan issues Penalties