CPE Catalog & Events
Current Developments and Best Practices for Today's CFOs and Controllers
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Webinar
8.00 Credits
Member Price: $280
Economic update, Leadership and management changes as a result of the pandemic, Expense control that works, Understanding our changing workforce and working environment, Financial risk analysis, Enterprise risk management, Metrics and benchmarking, Improving bank relationships and borrowing
Defining Where and Why Internal Controls are Needed
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Webinar
2.00 Credits
Member Price: $105
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
Mastering Charitable Remainder Trusts and Form 5227 Compliance
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Webinar
2.00 Credits
Member Price: $105
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their Benefits. Formation and Funding of CRTs. Identifying Suitable Candidates for CRTs. Understanding Form 5227: An Overview. Line-by-Line Breakdown of Form 5227. Reporting Trust Assets and Income. Distributions and Charitable Beneficiaries. Compliance Updates and Recent Changes to Form 5227. Best Practices for Accurate Completion and Filing
Guide to Payroll Taxes and 1099 Issues
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Webinar
4.00 Credits
Member Price: $175
Statutory employees, independent contractors, and possible changes to Schedule 530 relief, Using SS-8, Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy
A Comprehensive Guide to Optimizing Retirement Planning: Maximizing Your Clients' Financial Future
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Webinar
8.00 Credits
Member Price: $270
Exploring the nuances of Regular IRAs. Unleashing the potential of Roth IRAs. Unlocking the benefits of Coverdell Education Savings Accounts. Mastering the complexities of SIMPLE IRAs. Strategies for optimizing SEPs. Essential concepts and components of qualified plans. Diving deep into defined benefit pension plans. Navigating the landscape of defined contribution plans. Unveiling the potential of 401(k) plans, including Roth 401(k)s. Customizing retirement plans to meet each client's needs. Understanding the intricacies of minimum distribution rules
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
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Webinar
8.00 Credits
Member Price: $280
Update on latest cases, rulings, and regulations including the final regs, Legislative update on retirement plan changes of the SECURE Act 2.0, How to handle liabilities of LLCs, Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more, Section 199A pass-through deduction planning, Partnership planning -- Structuring partnership distributions and transfers of interests, Optional basis adjustments -- Schedules 754 and 732(d), Planning for the utilization of Schedule 179 and for the scheduled phase out of bonus depreciation beginning in 2023, Basis, distribution, redemption, and liquidation issues of S corporations, Compensation in S corporations, Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning, Partnership and LLC allocations, A brief look at possible future changes to the taxation of pass-through entities
K2’s Microsoft Teams
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Webinar
4.00 Credits
Member Price: $180
• Understanding the Teams platform• Communicating and collaborating in Teams• Adding applications and services to Teams• Extending Teams to individuals outside your organization
Preparing Individual Tax Returns for New Staff and Paraprofessionals
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Webinar
8.00 Credits
Member Price: $280
New and expanded energy credits under the Inflation Reduction Act (IRA), Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms, Coverage of Form 7203, Coverage of Schedule 199A qualified business income, its calculation, limitations, and examples, Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc., Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues, Self-employed person issues, Schedule C deductions including depreciation, Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains, A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms, Itemized deductions - A thorough understanding of what's deductible and what's not, Interest deductions - Limitations and timing problems, Charitable contributions substituting for taxes, IRS says - No! Retirement contributions and education credits and deductions, Tax computations - The Kiddie Tax, AMT, regular tax, tax credits, Individual problems illustrated by form preparation for various items, with numerous "practice tips", Impact of recent legislation and forms changes on the 1040
K2’s Securing Your Data: Practical Tools For Protecting Information
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Webinar
4.00 Credits
Member Price: $180
• Understanding today’s cybersecurity risks• Identifying major cybersecurity risks• Implementing specific steps to reduce risk
K2’s Small Business Accounting Shootout
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Webinar
4.00 Credits
Member Price: $180
• Understanding the small business accounting landscape• Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues• Create investment estimates for acquiring and implementing a new small business accounting solution
K2’s Technology Update
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Webinar
4.00 Credits
Member Price: $180
• Developments in hardware and software• Options for communicating and collaborating more effectively• Addressing cybersecurity issues
K2’s Testing And Auditing Excel Workbooks
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Webinar
4.00 Credits
Member Price: $180
• Examples of common errors found in Excel workbooks• How to reduce Excel errors• Add-in solutions that can minimize spreadsheet error risk
Hot IRS Tax Examination Issues for Individuals and Businesses
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Webinar
8.00 Credits
Member Price: $280
Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft, Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, and virtual currency considerations, Gain an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate, Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty, Understanding IRS Audit Techniques Guides and Compliance Campaigns, Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Webinar
8.00 Credits
Member Price: $270
The importance of Business Intelligence in today's business climate, Differentiating between Power BI licensing options, A hands-on approach to creating effective Power BI reports and dashboards
K2’s Top PDF Features You Should Know
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Webinar
4.00 Credits
Member Price: $180
• Best practices for creating, editing, and managing PDFs• The process for creating and distributing PDF forms• Integrating PDFs with other applications• Securing your PDFs
Individual Income and Tax Compliance Annual Update
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Webinar
4.00 Credits
Member Price: $174
IRS administrative issues, compliance, and new forms, U.S. Tax Court cases, Legislative updates.
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Webinar
8.00 Credits
Member Price: $280
Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act, Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses, Proper W-2 preparation and procedures in the year of death, Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts, Fluctuating trusts - Simple one year, complex the next Dividing income in the year of death, Overview of Subchapter J, Form preparation issues - Filing requirements and line-by-line explanations of Form 1041, Taxable income of estates and trusts and expense allocation issues, Specific deductions and miscellaneous itemized deductions, Income in respect of a decedent, The income distribution deduction calculation, Relation of principal and income law to DNI, Understanding how to handle capital gains and losses, Allocating tax items to beneficiaries: another K-1, Other considerations: excess deductions on termination, Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation, Comprehensive trust and estate case studies, with filled-in forms
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
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Webinar
8.00 Credits
Member Price: $280
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals, Changes to the lifetime estate tax exemption in light of proposed regulations, Considerations when selling a principal residence, Tax benefits of HSAs, An overview of the mechanics and practical considerations of Donor Advised Funds, Virtual currency, including new Notices 2023-34 and 2023-27, The best new income tax and estate-planning ideas, The changing Social Security landscape: long-term solvency issues and what it means for retirement planning, Creative charitable giving strategies Financial planning strategies, Maximizing retirement plan benefits, Using intentionally defective grantor trusts, Miscellaneous tax-planning techniques that can add up to significant tax savings, How to use the whole family for tax savings, Life insurance, Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Pass-through and Corporate Annual Tax Update
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Webinar
4.00 Credits
Member Price: $174
Common errors made involving the following tax forms: Strategies for tax savings, Business entity changes, IRS administrative issues, compliance, and new forms, Court cases settled in the last year that provide tax return guidance, Position authority, IRS rulings, procedures, and notices for the last year, New, updated, and expiring tax deductions and credits.
K2's Case Studies In Fraud And Technology Controls
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Webinar
8.00 Credits
Member Price: $270
Key fraud risks impacting businesses today, Examples of fraud and the monetary impact on victims, How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim