Skip to main content

CPE Catalog & Events

Tips for searching the online catalog:

  • Check each tab to see the different delivery methods available.
  • Clear filters between searches for multiple events.

Showing 3617 Vendor Webcasts Results

K2's 2023 Kicking It Up A Notch With KPIs (1 hour) (NT)

-

Online

1.0 Credits

Member Price: $39

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

Long-Term Care Insurance: Make the Switch (1 hour)

-

Online

1.0 Credits

Member Price: $39

The major topics that will be covered in this class include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding

Roles and Responsibilities in Risk Management (1 hour)

-

Online

1.0 Credits

Member Price: $71

Risk management Anticipatory leadership Leadership roles in risk management

Communicating Financial Information to Non-Accountants (2 hours)

-

Online

2.0 Credits

Member Price: $89

The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically

Payroll Essentials: The Payroll Cycle of Life (2 hours)

-

Online

2.0 Credits

Member Price: $89

The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics

Common Yellow Book & Single Audit Deficiencies – 2023 (4 hours)

-

Online

4.0 Credits

Member Price: $129

Major Program Determination Internal Controls over Compliance Sampling & Reporting Yellow Book Independence & CPE

Tax Season Update for Business with Steve Dilley (4 hours)

-

Online

4.0 Credits

Member Price: $129

Update on significant 2022-23 business tax developments related to cases and rulings Business provisions of the Inflation Reduction Act Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Tax issues impacting "gig" workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions Update on significant business tax developments related to cases and rulings

K2's 2023 Six Essential Teams Features (1 hour) (NT)

-

Online

1.0 Credits

Member Price: $39

Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams

Risk Management Is Evolving (1 hour)

-

Online

1.0 Credits

Member Price: $71

Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events

Coaching Leaders to Handle Sensitive Employee Relations Situations (1.2 hours)

-

Online

1.2 Credits

Member Price: $39

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions

Imagining a World Without Non-Competes (1 hour) (NT)

-

Online

1.0 Credits

Member Price: $39

Federal non-compete law State non-compete law

6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (1 hour) (NT)

-

Online

1.0 Credits

Member Price: $39

Communication Leadership Character Behavior

Business Communication Essentials (Dynamic Communication in the Workplace) (1 hour) (NT)

-

Online

1.0 Credits

Member Price: $39

Communication Feedback Management Leadership

Auditing Digital Assets, Part I (2 hours)

-

Online

2.0 Credits

Member Price: $118

Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties

Crucial Tax Topics 2021-2022 with Art Werner – Converting to a Roth IRA (2 hours)

-

Online

2.0 Credits

Member Price: $79

The Roth conversion evaluation process Impact of (likely to pass) proposed legislation on IRAs Exploring how the SECURE Act's 10 year rule decimates most estate plans Most IRA trusts don't work anymore - Roths to the rescue Benefits and pitfalls of a Roth conversion Projecting income tax on conversions - The many impacts of the game Extraordinary Roth IRA estate planning/estate tax advantages now and later The beauty of no income tax at retirement (will I run out of money?) How to avoid paying too much tax on a Roth conversion The permanent nature of a Roth conversion (the hard TCJA hand slap) IRA conversion myths to promptly dispose of Know that you know when to move your checker on the board

The Preparation of Form 706 and 709 – Line-by-Line (4 hours)

-

Online

4.0 Credits

Member Price: $129

Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns

Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (4 hours) (NT)

-

Online

4.0 Credits

Member Price: $129

10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (4 hours)

-

Online

4.0 Credits

Member Price: $213

5-step process for recognizing revenue

The Preparation of Form 706 and 709 – Understanding the Law, Line-By-Line (6 hours)

-

Online

6.0 Credits

Member Price: $189

Understanding the basics of Estate and Gift Taxation Understanding valuation of assets Understanding what constitutes the "Gross Estate" Understanding the various deductions (funeral and administrative expenses) Understanding debts Understanding the charitable deduction Understanding the marital deduction Understanding the calculation and the various tax credits Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns

K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (8 hours)

-

Online

8.0 Credits

Member Price: $225

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