CPE Catalog & Events
Giving Feedback that Delivers Results
-
Webinar
1.20 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Webinar
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Addressing Conflicts of Interest and Errors on Tax Returns 2024
-
Webinar
2.00 Credits
Member Price: $89
Overview of the rules about discovering an error in a return either when rendering future preparation services or during representation in an administrative proceeding Discussion of the duty to 'advise' clients concerning potential taxpayer penalties associated with discovering an error or omission Discussion of the Circular 230 requirements when a conflict of interest exists in a client engagement Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Monthly Federal Tax Updates - February 2025
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Financial Reporting Changes in Greater Detail 2024
-
Webinar
4.00 Credits
Member Price: $159
Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Operations Level Internal Control
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
K2's Excel Essentials For Staff Accountants
-
Webinar
8.00 Credits
Member Price: $299
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Webinar
8.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2025 Individual Tax Update: Form 1040 Essentials
-
Webinar
8.00 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
Trust Fund Recovery Penalty And Request For Refund
-
Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Learning about the Trust Fund Recovery Penalty (TFRP).Understanding pre-843 requirements when making a request for refund.Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.Appealing a rejected Form 843.Live case examples for making a request for refund using Form 843.
Audit 405: Designing Internal Controls for Smaller Entities
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
An Introduction to AI and ChatGPT for CPAs 2024
-
Webinar
1.00 Credits
Member Price: $49
The background of OpenAI and ChatGPT Prompt Engineering Using ChatGPT to find CPA-related answers Practical strategies for keeping up with AI
Organizational Effectiveness and Communication
-
Webinar
1.00 Credits
Member Price: $39
Communication
Project Management: Making Ideas a Reality
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Applying project management templates to a sample initiativeLeveraging project management tools for effective communication
2024 The Role of Internal Control in the Risk-Based Audit
-
Webinar
4.00 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
2024 Key Tax Issues Facing Business & Industry
-
Webinar
4.00 Credits
Member Price: $129
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
2025 Business Tax Update: Staying Ahead in Business Taxation
-
Webinar
8.00 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
Understanding the New Forms K-2 and K-3
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Employee Retention Credit 2024
-
Webinar
1.00 Credits
Member Price: $49
Employee Retention Credit Paid Sick Leave Refundable Credit Paid Family Leave Refundable Credit