CPE Catalog & Events
K2’s Ethics And Technology
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Webinar
4.00 Credits
Member Price: $180
• 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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Webinar
4.00 Credits
Member Price: $180
• 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
K2’s Technology for CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $250
• 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
Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques
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Webinar
8.00 Credits
Member Price: $280
Profound insights into charitable gift annuities. Navigating charitable giving through life insurance mechanisms. Exploring the nuances of charitable remainder trusts (CRATs and CRUTs). Mastering charitable lead trusts as part of advanced planning strategies. Comprehensive comprehension of community foundations' role. Comprehensive understanding of private foundations and their significance. Unveiling the intricacies of conservation and fa‡ade easements. Harnessing the potential of retirement plan gifts, including utilizing IRAs or other retirement funds for charitable donations. Grasping the strategic significance of testamentary gifts. Unlocking the potential of donor-advised funds. Navigating the dynamics of pooled income funds. Proficiency in understanding the role of supporting organizations in charitable planning.
K2’s Microsoft 365/Office 365 - All the things You Need to Know
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Webinar
8.00 Credits
Member Price: $250
• 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
K2’s Small Business Internal Controls, Security, and Fraud Preventionand Detection
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Webinar
8.00 Credits
Member Price: $250
• Common challenges associated with implementing appropriate internal controls in small business environments• Fraud in small business environments• Internal control options in small business accounting software• Understanding the need for application controls and general controls
K2’s Excel Charting And Visualization
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Webinar
4.00 Credits
Member Price: $180
• Understanding the best types of visualizations to use in specific situations• Creating compelling visualizations using Excel• Adding interactivity to your Excel-based visualizations
Navigating Your Client Through the IRS Appeals Process
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Webinar
4.00 Credits
Member Price: $175
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less, Writing and filing a Formal Protest, including required information, Alternative Dispute Resolution options available to clients Negotiation and time limitations, Preparing and submitting a Tax Court petition to preserve a client's rights
K2’s Best Word, Outlook, And PowerPoint Features
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Webinar
4.00 Credits
Member Price: $180
• Creating Word and PowerPoint documents with greater ease and efficiency• Enabling critical Outlook options for improved productivity• Best practices for working with Word, Outlook, and PowerPoint
Estate Planning for 2024 and Beyond
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Webinar
8.00 Credits
Member Price: $280
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 2024 and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
Social Security and Medicare: Planning for You and Your Clients
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Webinar
8.00 Credits
Member Price: $280
Legislative developments, A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits, Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know, Looking forward: Are changes ahead?
K2’s An Accountant’s Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $180
• Understanding the fundamental tenets of blockchain technology• Examples of applied applications of blockchain technology• Identifying leading cryptocurrencies available today• Understanding risks associated with cryptocurrencies
Tax Planning Based on Form 1040
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Webinar
8.00 Credits
Member Price: $280
Deciphering the intricacies of health care regulations. Maximizing the potential of Health Savings Accounts (HSAs). Navigating the intricacies of the Alternative Minimum Tax and developing tailored strategies. Unveiling the nuanced deployment of Roth IRAs. Grasping the pivotal role of Adjusted Gross Income (AGI) in effective tax planning. Exploring innovative techniques and strategies utilizing Section 529 plans. Designing tax-effective solutions for small business proprietors. Crafting strategies for comprehensive retirement planning. Strategically shifting income to children, reevaluating existing strategies. Seamlessly integrating strategic estate planning with income tax optimization.
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $180
• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22
K2’s Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $180
• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when working in QuickBooks environments• Tips for cleaning up QuickBooks and QuickBooks Online instances• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
K2’s Case Studies In Fraud And Technology Controls
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Webinar
4.00 Credits
Member Price: $180
• 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
K2's Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $270
Identifying weaknesses in traditional reporting processes, Using leading-edge features in Excel to improve reporting practices, How to work with Power Query to solve common reporting challenges, Adding Slicers and Timelines to your Excel-based reports
Estate Planning Strategies: Advanced Techniques and Tools
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Webinar
8.00 Credits
Member Price: $325
Examining the dynamics of estate planning in the contemporary context. Analyzing the implications of the evolving Internal Revenue Code on estate planning strategies. Meeting the requirements for charitable deductions and their tax implications. Utilizing gifts of closely held stock to generate charitable contribution deductions. Identifying scenarios suitable for the application of charitable split-interest trusts. Complying with the requirements and benefits of these trusts. Understanding generation-skipping transfers and their associated tax implications. Learning the computation of generation-skipping transfer tax. Recognizing when life insurance can serve as a valuable estate planning tool. Exploring the advantages and planning techniques of using life insurance trusts. Examining various life insurance options and their distinctive features. Assessing the tax implications surrounding private annuities. Uncovering how life insurance can complement private annuities in estate planning. Understanding the strategic importance of split-interest purchases in effective planning. Delving into the implementation of GRIT, GRAT, GRUT, and QPRT strategies
A Practical Guide to Trusts: Maximizing Financial, Estate, and Asset Protection Strategies
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Webinar
8.00 Credits
Member Price: $270
Understanding the trustee's role and effective problem avoidance strategies. Utilizing trusts to bypass probate and streamline the wealth transfer process. Analyzing the impact of income, gift, and estate taxes on revocable living trusts. Leveraging marital deductions and marital and bypass trusts for optimal estate planning. Harnessing the potential of irrevocable trusts as the cornerstone of an estate plan. Exploring the advantages of irrevocable life insurance trusts. Creating and managing dynasty trusts for long-term wealth preservation. Evaluating the benefits of GRITs, GRATs, GRUTs, and QPRTs as powerful estate planning tools. Trust options to ensure financial security for elderly clients. Understanding the tax consequences, limitations, and advantages of charitable contributions and private foundations. Navigating charitable remainder and charitable lead trust considerations. Utilizing trusts as asset protection devices. Addressing trust-related issues within business structures
Retirement Planning Update Everything that you Need to Know
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Webinar
2.00 Credits
Member Price: $105
Thorough examination of SECURE Act 2.0 and its implications. Exploring enhanced retirement plan alternatives and revised contribution limits. Analysis of altered rules for Required Minimum Distributions (RMDs). Harnessing the power of novel retirement planning tools and incentives. Navigating beneficiary modifications and their impact on estate planning. Real-world case studies showcasing practical applications of SECURE Act 2.0 principles