CPE Catalog & Events
K2’s Excel PivotTables for Accountants
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Webinar
8.00 Credits
Member Price: $250
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables• Formatting PivotTables• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot• Analytical techniques available in PivotTables
K2’s Excel Best Practices
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Webinar
8.00 Credits
Member Price: $250
• Best practices associated with creating Excel workbooks, including managing workbooks• How to secure Excel workbooks• Collaboration options and best practices in Excel• Effective reporting techniques in Excel
Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients
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Webinar
8.00 Credits
Member Price: $280
Private company standard setting activities, Small and medium-sized business-related ASUs, Lease accounting update, Lessons adopted from the adoption of Topic 606, Special purpose frameworks -- Cash, modified cash, and tax basis, Common small and medium-sized business financial statement errors and deficiencies, Newly issued SSARS and SSAE standards SASs effective for 2022 year-end audits
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $250
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Webinar
4.00 Credits
Member Price: $180
• Practical opportunities to leverage artificial intelligence and automation in business settings• Potential risks associated with using AI and automation, including inherent ethical issues• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
K2’s Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
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Webinar
4.00 Credits
Member Price: $180
• Understanding many of today’s emerging technologies and their role in business environments• Applied examples of artificial intelligence and machine learning• Risks associated with emerging technologie
New Issues in Qualified Plans and IRAs
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Webinar
3.00 Credits
Member Price: $100
Legislative Updates, Plan Design Considerations: Learn about innovative plan design strategies to enhance participant engagement, optimize tax advantages, and address evolving workforce demographics. Distribution Planning: Discover effective distribution strategies for retirement accounts, including required minimum distributions (RMDs), rollovers, and Roth conversions, with a focus on maximizing tax efficiency and meeting clients' income needs. Compliance and Reporting: Gain insights into the latest compliance requirements and reporting obligations for qualified plans and IRAs, including Form 5500 filings, participant disclosures, and IRS correction programs. Legal and Regulatory Landscape: Stay updated on recent court cases, regulatory guidance, and proposed legislation that impact qualified plans and IRAs, and understand their implications for retirement planning. Emerging Trends and Strategies: Explore emerging trends in retirement planning, such as Health Savings Accounts (HSAs), self-directed IRAs, and alternative investments, and discuss their potential benefits and risks.
K2’s Paperless Office
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Webinar
8.00 Credits
Member Price: $250
• The importance of “going paperless”• Key technologies that facilitate a paperless office• Advantages of going paperless• Examples of leading document management systems and processes
Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Webinar
4.00 Credits
Member Price: $175
Differences between planning and budgeting, The business model, Strategic plan, marketing plan, and technology plan, Financial forecasting and financial risk analysis, Five-year operating plan and the sales/income plan, Intermediate planning and capital equipment planning, One-year operating plan and monthly planning, Cash plan and risk plan
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?