CPE + Events Catalog

In an era when sharing a photo of lunch can be considered an "update," the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don'ts in ethical social situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Recall lessons learned and practical implementation challenges and complexities with the FASB's Accounting Standard Update for Leases (ASC Topic 842). Identify key differences between ASC Topic 842 and ASC Topic 840, Practical Expedients, remeasurement-triggering events. Session will go beyond the basics and will apply to specific examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.

Our goal is to keep you current with the changing tax environment by focusing on recent legislative, administrative, and judicial decisions and examining topics addressed in the media, publications, journals and conferences. Our belief is that the better informed we are, the better we can serve the profession and our clients. Check in monthly to see the current topic and objectives.

Governmental entities are the second largest victims of embezzlement.  This seminar examines recent events involving the theft of public money and the circumstances that allowed the fraud to occur.  We will be looking at a variety of case studies to illustrate these points.  

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.  Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.

In tax rulings, several cases are cited frequently. Many of these cases represent judicial doctrines such as substance over form or step transaction. Some key tax rules, such as the definition of a trade or business or a reasonable cause defense for a penalty waiver, are from court decisions. These key cases and doctrines are important not only to judges, but also to practitioners in compliance and planning work. This webinar presents significant judicial doctrines and rules by identifying and explaining key cases needed to help us better understand and apply our federal tax law. Numerous examples of cases and applications to tax practice are covered.

Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This is a quarterly update on the rapidly advancing Artificial Intelligence field with emphasis on changes in the general intelligence languages, chatbots and how to develop and use, and prompt queries that will make CPA's more effective in using AI. There will be many examples in each area designed to make CPA's up to date on using Artificial Intelligence tools available. Companion Course: Artificial Intelligence Fundamentals for CPAs 2024

This 4-part series covers the fundamentals of Form 706. In this final course, we will cover GST allocations on Schedule R, Foreign Death Tax credit, Prior Transfer credit, Qualified Conservation Easements and making the 6166 election for estate tax payment or considering a Graegin or other loan to pay the estate tax. Illustrations of attachments and/or narrative examples for Schedule R will be provided.

In this course, we will explore the psychological and behavioral factors that contribute to irrational and biased money decision-making. We will examine the role of cognitive biases and emotions in financial decision-making, and discuss strategies for overcoming these biases to make more rational financial choices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, Accounting and Finance Professionals must understand what the high audit risk area issues are and what the IRS is focusing on when a return is examined. In addition, because tax-related identity theft is a common issue for many taxpayers, it is critical for Accounting and Finance Professionals to understand the procedures necessary to resolve this matter for their clients.

Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to strengthen and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course focuses on how to integrate independence and avoid conflicts of interest in situations accounting professionals face daily. Participants will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action. As part of this course, we also walk through real-world examples of individuals and companies faced with these dilemmas. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.  

One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.