CPE Catalog & Events
Webcast: K2's Top PDF Features You Should Know
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Webcast
4.0 Credits
Best practices for creating, editing and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Webcast: Professional Ethics Update for All Arizona CPAs
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Webcast
4.0 Credits
-Review of ethics standards, both extant and proposed, for Arizona CPAs including the AICPA Code of Professional Conduct and the Arizona Accountancy Statutes and Administrative Code. - Review recent updates to the AICPA Code of Professional Conduct and Arizona Accountancy laws. - Provide practical examples of best practices in applying the laws pertaining to Professional Ethics. - Identify the latest ethics guidance to illustrate "hot topics" in professional ethics.
Webcast: Shortcuts Excel Users Love 2024
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Webcast
2.0 Credits
The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpful features
Webcast: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webcast
2.0 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers and employees Accounting, recording-keeping and other software programs Leases, contracts and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Webcast: Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Webcast
3.0 Credits
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent's residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Webcast: Financial Reporting: Assets and Liabilities-U.S. GAAP vs IFRS 2024
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Webcast
2.0 Credits
Inventories PPE Intangible assets Investment property Impairment of assets Financial instruments Provisions Leases Income taxes
Webcast: Surgent's Tax Research
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Webcast
2.0 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Webcast: New Manager Series: Next Level Conversations, Next Level Results 2024
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Webcast
2.0 Credits
Leadership Development Team Development Coaching One-On-One Meetings
Webcast: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast
2.0 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Webcast: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Webcast
4.0 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts - the emerging necessities State, county and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Webcast: Surgent's Industry Accountant Key Performance Metrics
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Webcast
8.0 Credits
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Webcast: Tell Me a Story: Don't Just Simply Relay Your Financial Results 2024
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Webcast
3.0 Credits
The creation of memorable messages The science of storytelling Real-world examples of storytelling and their operational impact on the business Ten thoughts for the road Three cases
Webcast: Not-For-Profit Organizations: Financial Update 2024
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Webcast
3.0 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Webcast: Improving Audit Quality 2024
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Webcast
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
Webcast: K2's Microsoft 365/Office 365 - All The Things You Need To Know
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Webcast
8.0 Credits
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
Webcast: Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Webcast
2.0 Credits
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Webcast: Surgent's Raising Financially Capable Children
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Webcast
2.0 Credits
Discussion of the importance of a financial education for the next generation Understanding a client's financial values Determining a client's financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work and entrepreneurship Spending, saving and investing Philanthropy Taxes Credit cards
Webcast: Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webcast
3.0 Credits
How to calculate a partner or S corporation shareholder's basis Form 7203 and an S corporation shareholder's basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation