CPE Catalog & Events
The Updated Nuts and Bolts of IRC Section 1031 Exchanges WEBCAST
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Your Desk
2.0 Credits
Complete explanation of IRC Section 1031. Understand when to use a tax-deferred exchange. Changes made to the technique in the Tax Cuts and Jobs Act. Advantages and disadvantages of paying the tax versus using an exchange. Understand the definition of like-kind property. Understand what a qualified intermediary is. Understand the need for an exchange accommodation title holder. Understand a reverse exchange. Understand a build-to-suit exchange. Understand the forty-five-day rule and how to calculate it. Precautions for property identification. Investment property versus property held for sale.
K2's 2023 Microsoft Teams WEBCAST
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Your Desk
4.0 Credits
Understanding the Teams platform. Communicating and collaborating in Teams. Adding applications and services to Teams. Extending Teams to individuals outside your organization.
K2's 2023 Small Business Accounting Shootout WEBCAST
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Your Desk
4.0 Credits
Understanding the small business accounting landscape. Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues. Create investment estimates for acquiring and implementing a new small business accounting solution.
IRS Audits of the Employee Retention Credit WEBCAST
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Your Desk
1.0 Credits
Employee Retention Credit details. Employee Retention Credit Audit process and preparation. Update on the market.
K2'S 2022 Implementing Data Loss Prevention For Better Security And Privacy WEBCAST
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Your Desk
1.0 Credits
Understanding the concept of Data Loss Prevention. Examples of how DLP rules are beneficial. Creating and enforcing DLP rules.
Combating Internal Fraud WEBINAR
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Your Desk
2.0 Credits
Recognize why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
Integrated Planning, Forecasting, and Budgeting for Organizational Success WEBCAST
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Your Desk
4.0 Credits
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.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Improving Audit Quality WEBCAST
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Your Desk
4.0 Credits
National auditing quality performance. Impact of PCAOB on industry. Common audit failures and why they occur. AICPA enhancing audit quality initiative. Audit quality indicators.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Overview coverage of the amendments to the SSARS contained in SSARS 26.
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers WEBCAST
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Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
K2's 2023 Excel Charting And Visualizations WEBCAST
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Your Desk
4.0 Credits
Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.
Creating A Coaching Culture in Your Company WEBCAST
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Your Desk
3.0 Credits
What is and is not coaching. Definition of culture and a coaching culture. Historical and current views of coaching. Coaching competencies. Solution focused coaching framework. Coaching culture framework. Coaching results. Measuring success of coaching.
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients WEBCAST
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Your Desk
2.0 Credits
Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election. How to calculate the DSUE amount. Making the portability election. Who can and cannot elect portability. Review the requirements for completing form 706 when electing portability. Making a late election and IRS Section 9100 relief. How to opt-out of the election and hazards of not making the election for the client and practitioner. Determining the "last deceased spouse" for making the election. IRS examination issues when making the election. Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes. Use of QTIPs and QDOTs. A look at state death tax issues.
K2's 2023 Improving Productivity With Microsoft 365/Office 365 Cloud Applications WEBCAST
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Your Desk
4.0 Credits
Understanding the cloud-based options available in a Microsoft 365/Office 365 environment. How to use tools such as Teams, Planner, and Power Automate. Storing data in SharePoint Online and OneDrive for Business.
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous WEBCAST
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Your Desk
2.5 Credits
Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
Business Intelligence and Business Analytics WEBCAST
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Your Desk
2.0 Credits
The rise of business intelligence (BI), business analytics (BA), and Big data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of artificial intelligence (AI) on the accounting profession.
K2's 2023 Integrating Data for Improved Efficiency and Control WEBCAST
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Your Desk
4.0 Credits
How to take advantage of the data available to you. Managing data, including avoiding duplication. Sharing data across multiple applications.
K2's 2023 Introduction To Excel Macros WEBCAST
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Your Desk
4.0 Credits
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 WEBCAST
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Your Desk
4.0 Credits
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.
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