CPE Catalog & Events
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
K2's Excel PivotTables For Accountants
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Webinar
8.00 Credits
Member Price: $270
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
Postmortem Estate Planning: Navigating Decedent's Estate Issues
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Webinar
8.00 Credits
Member Price: $270
Understanding the intricacies of alternative valuation date and its implications. Gaining insights into the considerations surrounding portability. Identifying opportunities and requirements for installment payments of estate taxes. Exploring the strategic use of QTIP elections under IRC Schedule 2056(b)(7). Recognizing the benefits and implementation of qualified disclaimers. Understanding the complexities of basis issues in postmortem planning. Addressing issues related to the payment of estimated taxes. Navigating the requirements and considerations for the decedent's final income tax return. Managing medical expenses in the context of postmortem estate planning. Exploring strategies to optimize savings bond interest acceleration. Understanding the implications and process of estate fiscal year and accounting method elections. Maximizing benefits to beneficiaries by distributing administrative expenses efficiently. Exploring the utility and requirements of the sixty-five-day rule election. Understanding income and deductions in respect of the decedent (IRD) and its implications. Navigating planning considerations pertaining to qualified plans and IRAs
K2’s Business Continuity – Best Practices For Managing The Risks
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Webinar
8.00 Credits
Member Price: $250
• Identifying risks to Business Continuity• Differentiating between Business Continuity and Disaster Recovery• Implementing effective backup strategies• Creating an effective Business Continuity/Disaster Recovery planq
K2’s Microsoft Access – Tables, Queries, And Beyond
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Webinar
8.00 Credits
Member Price: $250
• Understanding database principles, including differentiating between databases and spreadsheets• How to create tables and relate tables in the same database• Creating and using queries• Building forms and reports in Access
K2’s QuickBooks For Accountants
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Webinar
8.00 Credits
Member Price: $250
• New features in QuickBooks Desktop and Online• Enhancing internal controls in QuickBooks-based environments• Improving financial and operational reporting when using QuickBooks and QuickBooks Online• Best practices for setting up companies
Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques
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Webinar
8.00 Credits
Member Price: $270
Comprehensive understanding of new legislation and its impact on estate planning. Analysis of estate tax issues and effective planning techniques. Examination of gift tax issues and corresponding planning techniques. Strategies for addressing generation-skipping transfer tax issues. Exploration of both tax and non-tax considerations and planning techniques. Estate planning considerations for tax-deferred retirement funds. Understanding the interplay between education issues and estate planning. Navigating step-up in basis issues for effective estate planning.
Preparing Not-for-Profit Financial Statements
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Webinar
8.00 Credits
Member Price: $280
The key requirements, options, and disclosures related to each of the basic financial statements, How the reporting of functional and natural expense information has changed, The new requirements related to providing liquidity and availability of financial assets information, The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general, How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits, Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
K2's Advanced Excel
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Webinar
8.00 Credits
Member Price: $270
Collaboration and security techniques, Tables, data models, and PivotTables, Advanced formulas, Data queries, Creating effective visualizations
IRAs: What You Need to Know about Contributions, Conversions and Distributions
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Webinar
2.00 Credits
Member Price: $105
Determine clients who are well suited for conversion from traditional to Roth IRA's. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive a waiver for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
Conflicts of Interest - A New Approach
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Webinar
2.00 Credits
Member Price: $105
Documentary Client Consent Evidence, Subordination of Judgement, Whistleblowing, Conflict Disclosure Checklist.
Combating Internal Fraud
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.