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CPE Catalog & Events

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Leases: ASC Topic 842 in Depth 25-26

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Webinar

8.00 Credits

Member Price: $329

FASB ASC 842, Leases All recently released updates to ASC 842, Leases

A Practical Guide to Trusts

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Webinar

8.00 Credits

Member Price: $225

The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues

Financial Decisions that Led Two Businessmen to Prison

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Surgent's Individual and Financial-Planning Tax Camp

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Webinar

8.00 Credits

Member Price: $299

Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations  The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people

Leaders Eat Last. Why? - 1 Hour Session

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Webinar

2.00 Credits

Member Price: $39

Why building trust is essential How trusting relationships makes us more effective Steps to build trust

Written Information Security Plans

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Webinar

2.00 Credits

Member Price: $39

Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance

International Tax Treaties

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Webinar

3.00 Credits

Member Price: $79

Tax treaties Tax impact of cross-border transactions

1065 - Understanding Partnerships Tax Returns

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Webinar

3.00 Credits

Member Price: $79

Partnership taxation Different types of partnerships Tax obligations of partners   Role of the partnership agreement in tax reporting   Filing deadlines of Form 1065   

Creating an Ethical Work Environment

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Webinar

2.00 Credits

Member Price: $89

Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making

K2's Top PDF Features You Should Know

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Webinar

5.00 Credits

Member Price: $129

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

Audit Skills for Beginners

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Webinar

5.00 Credits

Member Price: $129

Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting

Critical "Soft" Skills for CFOs and Controllers

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Webinar

5.00 Credits

Member Price: $129

Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change

The Successful Family Business

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Webinar

5.00 Credits

Member Price: $129

Business Management Organization  

How SAS Nos. 134-145 Improve Risk-Based Audits

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

Entertainment, Meals & Travel Expenses: Review and Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

K2's Next Level Home Networking

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Webinar

2.00 Credits

Member Price: $39

Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs Hardware options and examples of solutions for every budget Tips and tricks for rebuilding your home network to meet your needs today and into the future

Top Employment Tools to Protect Your Business and Recommend to Business Clients

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Webinar

1.00 Credits

Member Price: $39

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

Providing Ethical Leadership: Learning to be the Best Version of Yourself

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Webinar

2.20 Credits

Member Price: $39

Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.

When Leadership Fails

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Webinar

2.00 Credits

Member Price: $79

Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory

Partnerships: How to Calculate Partner Basis

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Webinar

3.00 Credits

Member Price: $79

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process