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CPE Catalog & Events

Conferences/UACPA Classes 168 Chapter/Special Events 9 Ethics 966 Webinars 22867 Self Study/On Demand 77 All 24088

Showing 22867 Webinars Results

K2's 2023 Excel Charting And Visualizations

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Webinar

4.00 Credits

Member Price: $129

Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations

Tax, Estate and Financial Aspects of Cryptocurrency

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Webinar

4.00 Credits

Member Price: $129

Introduction to cryptocurrency Understanding the term “blockchain” Various types of cryptocurrencies Why cryptocurrency is popular Investment attributes of cryptocurrency Tax aspects of cryptocurrency Position of the Internal Revenue Service Understanding Notice 2014-21 (IRS Virtual Currency Guidance) Understanding Notice 2014-21 FAQs Compliance issues Charitable issues Internal Revenue Service enforcement 

Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment

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Webinar

8.00 Credits

Member Price: $225

The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies

Strategic Career Management: Only You Have Sleepless Nights Over Your Career

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Webinar

2.50 Credits

Member Price: $89

Career Ownership Career Planning Personal Marketing Plan Strategic Career Considerations Opportunity Insights Networking Character

Income, Estate, and Gift Tax Planning for Real Estate in these Ever Changing Times

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Webinar

2.20 Credits

Member Price: $79

Real estate as a part of a client's divinified portfolio of investments Understanding the differences revolving around personal real estate vs. investment real estate Understanding valuation issues Understanding titling issues Individual deduction issues, including the interest limitation Business deduction issues At-risk limitations Passive activity rules update How the IRC Section 199A deduction applies to real estate investments Depreciation issues Estate and Gift planning techniques for real estate Proper use of trusts in real estate holdings

Secure Act 2.0 - Everything that you Need to Know

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Webinar

2.20 Credits

Member Price: $79

Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs  Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found

K2's 2023 Introduction To Excel Macros

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Webinar

4.00 Credits

Member Price: $129

Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions

K2's 2023 Mastering Advanced Excel Functions

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Webinar

4.00 Credits

Member Price: $129

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

Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion

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Webinar

1.00 Credits

Member Price: $39

Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership

Benford's Law and Other Digital Analysis Techniques

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Webinar

1.80 Credits

Member Price: $79

Benford’s Law Digital Analysis Data analytics

Keys to Maintaining Objectivity and Professional Skepticism

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Webinar

2.00 Credits

Member Price: $85

Introduction to maintaining objectivity and professional skepticism Objectivity vs. independence Techniques to ensure independence How objective are you? Objectivity actions

2024 PCAOB and SEC Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.

Excel - Advanced Spreadsheet Troubleshooting Techniques

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors

Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update

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Webinar

4.00 Credits

Member Price: $159

Key requirements of SAS 136 Changes affecting 401(k) plans  Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections

Optimize Your Staff's Performance

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Webinar

4.00 Credits

Member Price: $129

TBD

2024 What's Going on at the AICPA

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Webinar

4.00 Credits

Member Price: $129

Group Audits Quality Management Less Complex Entities

Adobe Acrobat - Increase Your Productivity With PDF Files

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365

K2's 2023 Excel Essentials For Staff Accountants

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Webinar

8.00 Credits

Member Price: $225

Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks

Annual Federal Tax Update

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Webinar

8.00 Credits

Member Price: $332

Income taxation of estates and trusts IRS administrative issues, compliance, and updated forms Court cases settled in the last year that provide tax return guidance IRS summons and notification requirements IRS rulings, procedures and notices published in 2023 Fringe benefits Hobby vs. business Corporate AMT regulations

Power BI - Advanced Data Analytics with Power Pivot

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measuresThe DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE