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CPE & Event Calendar

For details about the CPE and event categories below, please click here.

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Depreciating & Expensing Business Assets - 2 Hours

Tuesday, March 28
10:00am - 11:48am

TBD

2.00 Credits

Member Price: $79

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2022 inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented.  

K2'S Options To Automate Your Tax Preparation Workflow

Tuesday, March 28
10:00am - 11:49am

TBD

2.00 Credits

Member Price: $79

Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

Tuesday, March 28
10:00am - 12:00pm

TBD

2.00 Credits

Member Price: $79

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Basic Estate Administration for CPAs and FAs

Tuesday, March 28
10:00am - 12:00pm

TBD

2.00 Credits

Member Price: $99

Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such as what information you'll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client's final Form 1040.

Teaching CPAs to be Better Thinkers

Tuesday, March 28
10:00am - 12:00pm

TBD

2.00 Credits

Member Price: $89

An essential class for those who routinely face complex, high-value decisions in high-stress environments, including CEOs and CFOs, first-responders and surgical teams, policymakers, auditors, or investigators. This class takes you beyond critical thinking and teaches you how to use your cognitive strengths to develop a thinking system-powerful cognitive tools that enable better thinking under pressure, deep-structure insights for powerful problem-solving abilities and highly effective communication when it counts, all while building ongoing mental wellness for clarity and avoiding burnout. Learn how to audit your thinking, synthesize your ideas and achieve clarity under pressure. The tools you learn will benefit all areas of your life. You will be a more flexible, adaptable, creative, resilient and confident thinker.

K2's Integrating Data for Improved Efficiency and Control

Tuesday, March 28
10:00am - 1:42pm

TBD

4.00 Credits

Member Price: $129

In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend is sure to continue. The number of apps, services, and platforms we use also increases every year in this environment. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

K2's Introduction to Excel Macros - New

Tuesday, March 28
10:15am - 1:55pm

TBD

4.00 Credits

Member Price: $129

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel.   Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

IRS Internet Resources for Accountants

Tuesday, March 28
10:30am - 12:30pm

TBD

2.00 Credits

Member Price: $79

The course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources including electronic wizards, mobile apps, online payment systems, calculators and estimators, tax calendars, advocacy services, whistle-blower awards, social media, privacy guides, job opportunities, e-books, newsletters and much more. You'll walk away with a whole new appreciation for the IRS and a huge treasure trove of digital tools that can sharpen and accelerate your tax workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Beginners Guide To Decentralized Finance (DeFi)

Tuesday, March 28
11:00am - 1:00pm

TBD

2.00 Credits

Web 3 is changing the way taxpayers accumulate wealth. The fast emergence of Decentralized Finance is creating historic yield opportunities powered by blockchain technology and smart contracts. In this course, you'll gain a working understanding of Billion Dollar DeFi ecosystem, the tech empowered rewards, the landmines of risks, and the resources to stay ahead of the next disruption in finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics

Tuesday, March 28
11:00am - 2:30pm

TBD

4.00 Credits

Member Price: $159

Cover case studies and engage in discussion questions that cover professional ethics, fair positions in tax returns, ethical issues in tax practice, fairness in financial reporting, and integrity. This course fulfills the four-hour ethics education requirement.

K2's Advanced QuickBooks Tips and Techniques

Tuesday, March 28
11:00am - 2:30pm

TBD

4.00 Credits

Member Price: $159

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks' new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks' "deep" features so that you maximize your effectiveness with the application.

Tax Penalties and Penalty Abatement

Tuesday, March 28
12:00pm - 2:00pm

TBD

2.00 Credits

Member Price: $79

Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties? This program covers the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed. Additionally, First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit is covered. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax Practice Standards

Tuesday, March 28
12:00pm - 2:00pm

TBD

2.00 Credits

Member Price: $79

Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We cover the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included are case studies illustrating dilemmas faced by tax practitioners. This course is ideal for CPAs, EAs, or other tax professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Topic 842 - Implementing Leases Workshop

Tuesday, March 28
12:00pm - 3:42pm

TBD

4.00 Credits

Member Price: $129

This updated course offers an in-depth look at the FASB leases standard (ASC 842), which requires organizations to recognize lease assets and liabilities on the balance sheet. This comprehensive course will cover recognition, measurement, presentation and disclosure requirements, while also focusing on a key area of change which is proper identification of a lease using a principles-based approach. We will discuss implementation requirements from both the lessee and lessor accounting models. In addition, we explore a variety of scenarios including short-term leases, purchase options, variable lease payments, and remeasurement. This course offers practical journal entry examples, lessons learned from implementation, and explores recently issued amendments to the lease accounting guidance.

Accounting Update - Hot Topics for Current Period Financials

Tuesday, March 28
12:30pm - 2:30pm

TBD

2.00 Credits

Member Price: $79

Both public and private CPAs must be current on changes to various potentially relevant accounting and financial reporting standards, including U.S. GAAP. This course provides recent and proposed changes to relevant technical standards most relevant to the preparation and fair presentation of current period financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Public Speaking and Presentation Skills

Tuesday, March 28
1:00pm - 3:00pm

TBD

2.00 Credits

Member Price: $99

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Keeping Up with the FASB

Tuesday, March 28
1:30pm - 3:30pm

TBD

2.00 Credits

Member Price: $79

This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's Testing and Auditing Excel Workbooks

Tuesday, March 28
1:30pm - 5:10pm

TBD

4.00 Credits

Member Price: $129

Excel errors continue to plague organizations of all sizes – estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes and in this session you will learn procedures for testing and auditing Excel workbooks.   In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.  

Legal Planning for Care Giving of Elderly/Disabled Clients

Tuesday, March 28
2:00pm - 3:00pm

TBD

1.00 Credits

Member Price: $39

It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2'S Emerging Topics In Blockchain And Cryptocurrency

Tuesday, March 28
2:00pm - 3:40pm

TBD

2.00 Credits

Member Price: $79

Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.