CPE Catalog & Events

K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription  

Shortcuts to Personal and Professional Success

1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you  3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5.  What makes people really happy—and what doesn’t  The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business

Audit 504: Making Rain - Success with Clients and Prospects

The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale

Power BI - OLAP Formulas & More Time Intelligent Functions

The major topics that will be covered in this class include:OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1

Employment Data Talent Strategy 

AICPA & CIMA Faculty Hour Series

Emerging topics in accounting education CPA Evolution Accounting pipeline initiatives AICPA & CIMA resources

2024 Depreciation: Guide to Capitalizing Tangible Property

Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits ADS depreciation for electing farm and real estate business Update on recent developments

ChatGPT and Complex Financial and HR Conversations

The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems

2024 S Corporation Checkup: Key Tax Issues & Forms Reporting

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation

ACPEN Signature 2024: Accounting & Auditing Update

FASB Statements and Interpretations Statements on Auditing Standards Ethics Interpretations (1 hour CPE) Statements on Standards for Accounting and Review Services

2024 Not-for-Profit GAAP Update

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.

International Tax Lunch Series 2024

May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns October 2024: Preparing an Expatriation Income Tax Return and Form 8854 November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries

2024 Data Analytics: Practical Insights for Today's Accountant

Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement

K2's 2023 Microsoft Teams

Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization

Future CPA Summit

Future CPA Summit - Virtual

Tax Depreciation: Review and Update

The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics

Buying and Selling Corporate Businesses: Using Installment Obligations 2024

Discussion of the law relevant to deferring gain using the installment method (IRC 453 and 453B(h)) Description and analysis of the installment sale of the stock of both an S corporation and a C corporation The use of an installment obligation related to the sale of the assets of both an S corporation and a C corporation, including consideration of when to liquidate the corporation Evaluation of the tax consequences of a note with a contingent amount Tax planning opportunities and strategies

The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2

Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture