CPE Catalog & Events
K2's Mastering Advanced Excel Functions 26-27
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Online
4.0 Credits
Member Price: $175
Are you ready to move past Excel's simple functions, such as SUM" If so, participate in this session to learn about many of Excel's advanced functions, including XLOOKUP, SUMIFS, and SWITCH. You'll also learn about the revolutionary Dynamic Arrays feature.
Preparing Financial Statements for Clients 26-27
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Online
4.0 Credits
Member Price: $175
This course provides an overview of standards for preparation services, accountants' risks, and strategies to minimize risks. The course objective is to furnish current guidance and examples from the AICPA's professional standards for financial statement preparation so that you can apply these to reduce the risk of material misstatements caused by fraud or by error. In addition, this course covers the AICPA's guidance about professional judgments when providing preparation engagements. Together with the four-hour course "Start-up and Small-Business Financial Statements: Issues and Fraud," these two courses meet the eight-hour accounting CPE requirement for accountants that prepare financial statements for clients but do not perform client audits, reviews or compilations.
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
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Online
8.0 Credits
Member Price: $329
The title "Chief Financial Officer" is not an accurate description for what many financial managers do because the word "chief" implies the company has more than one degreed accountant. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed Only Financial Officer 3.0 to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.
Accounting Industry Update 26-27
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Online
8.0 Credits
Member Price: $329
Stay current on recent changes in accounting and auditing. Review Financial Accounting Standards Board (FASB), U.S. Securities and Exchange Commission (SEC), Private Company Council (PCC), Public Company Accounting Oversight Board (PCAOB) and American Institute of Certified Public Accountants (AICPA) standard-setting activity in the current year. Implementation dates will be provided so you can plan for changes, and the course will highlight the changes that will be implemented in the current year. Also, we'll discuss the difference between public and private company requirements.
Accounting Industry Update 26-27
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Online
8.0 Credits
Member Price: $329
Stay current on recent changes in accounting and auditing. Review Financial Accounting Standards Board (FASB), U.S. Securities and Exchange Commission (SEC), Private Company Council (PCC), Public Company Accounting Oversight Board (PCAOB) and American Institute of Certified Public Accountants (AICPA) standard-setting activity in the current year. Implementation dates will be provided so you can plan for changes, and the course will highlight the changes that will be implemented in the current year. Also, we'll discuss the difference between public and private company requirements.
Fraud Misstatements & Financial Reporting 26-27
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Online
4.0 Credits
Member Price: $175
Deceptive practices in financial statements continue to be a problem. This program discusses historical cases where fraudulent financial statements were not identified by an auditor and how to avoid these problems in the future.
K2's Data Analytics For Accountants And Auditors 26-27
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Online
4.0 Credits
Member Price: $175
Data analytics is among the most widely discussed topics in business circles today. In this session, you will learn about the four types of data analytics, tools for generating data analytics measures, and how to interpret and use data analytics results.
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Online
2.0 Credits
Member Price: $99
This section of the four-part series will cover basic Form 706 preparation and help participants develop a solid foundation in preparing the federal estate tax return. It will also cover running the engagement, administration issues and completing pages 1-4 of the form, including the portability election. For example, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Balance Sheet Management: The Least Understood Risk” 26-27
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Online
4.0 Credits
Member Price: $99
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity" What are the key considerations and the advantages of each" What is the cost of capital" What are the "hidden" balance sheet risks" We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
Form 706 Preparation Part 2: Reporting Assets 26-27
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Online
2.0 Credits
Member Price: $99
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Online
2.0 Credits
Member Price: $99
This section of the four-part series will cover the fundamentals of Form 706 and provide numerous examples of how to properly report deductions on the estate tax return, including marital and charitable deductions. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Online
6.0 Credits
Member Price: $259
Many of our clients are looking for techniques to transfer wealth to their loved ones while minimizing gift and estate taxes. Irrevocable trusts take advantage of the currently high exclusion amount to freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), intentionally defective grantor trusts (IDGTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), and dynasty trusts.
Tax Talks April 2027
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Online
1.5 Credits
Member Price: $55
Join the Team from Hochman, Salkin, Toscher, & Perez for a LIVE tax-based series with a new topic at each Session. Past conversations have included crypto tax compliance, BBA Partnerships, Federal and State Residency issues, Partnership examinations, Form 8300, and more. Check back regularly for topics, and be sure to register for them all. Tax Talks Series April 21, 2026 June 16, 2026 August 18, 2026 October 20, 2026 January 26, 2027 April 20, 2027
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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Online
2.0 Credits
Member Price: $99
This four-part series covers the fundamentals of Form 706. In this final course, we will cover GST allocations on Schedule R, Foreign Death Tax credit, Prior Transfer credit, Qualified Conservation Easements, making the 6166 election for estate tax payment and considering a Graegin or other loan to pay the estate tax. Illustrations of attachments and/or narrative examples for Schedule R will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Accounting Fraud 26-27
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Online
8.0 Credits
Member Price: $329
Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated, and how they were detected.
Estate Planning: A Comprehensive Overview 26-27
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Online
8.0 Credits
Member Price: $329
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.
Financial Statement Disclosures 26-27
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Online
8.0 Credits
Member Price: $329
Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Online
8.0 Credits
Member Price: $329
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
Accounting Fraud 26-27
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Online
8.0 Credits
Member Price: $329
Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated, and how they were detected.
Estate Planning: A Comprehensive Overview 26-27
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Online
8.0 Credits
Member Price: $329
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.