Professional Development and Event Catalog
Surgent's Federal Tax Camp (In-Person)
8:30am - 4:15pm
Rocky Hill
8.00 Credits
Member Price: $309
Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, taxadvisors will be fully updated on the most important legislative and regulatory developments of the season as well asmajor trends and changes in the case law, with a view toward planning considerations. This course is continually updatedto reflect enacted legislation
Surgent's Federal Tax Camp (Virtual)
8:30am - 4:15pm
Online
8.00 Credits
Member Price: $309
Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $309
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today's business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools - from Excel add-ins to dedicated solutions such as Power BI - now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This program will teach you to implement "do-it-yourself business intelligence" using various techniques and tools. First, you will learn to work with advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools. If gaining better insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Federal Tax Conference (IN-PERSON)
8:20am - 4:20pm
Rocky Hill
8.00 Credits
Member Price: $309
*IMPORTANT: This is the in-person option for the Federal Tax Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. Attend this can't-miss event for just-in-time updates, legislative news, and information from IRS officials.
Federal Tax Conference (VIRTUAL)
8:20am - 4:20pm
Online
8.00 Credits
Member Price: $309
*IMPORTANT: This is the VIRTUAL option for the Federal Tax Conference While we are planning for all speakers to attend in person, due to the uncertainty of today's environment and varying company policies, some speakers may need to appear via livestream if circumstances necessitate it. Attend this can't-miss event for just-in-time updates, legislative news, and information from IRS officials.
K2's Excel PivotTables for Accountants
10:00am - 1:30pm
Online
4.00 Credits
Member Price: $180
Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits. Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then make plans to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
K2's Microsoft 365/Office 365 - All the Things You Need to Know
1:00pm - 5:30pm
Online
4.00 Credits
Member Price: $160
Most Microsoft 365/Office 365 subscribers barely scratch the surface of the power of the tools available in their subscriptions. If you use a 365 subscription, join us in this session to learn about your improved productivity, efficiency, and security options. Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
CFO Series: Today's Staff Retention and Accounting
8:30am - 4:30pm
Online
8.00 Credits
Member Price: $274
Focus on skills that will help you and your organization become more effective including today's methods to retain key employees, equity compensation plans, inventory accounting and timeless lessons from great leaders to improve the organization.
Taxation of Corporations - Tax Staff Essentials
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $274
This comprehensive course, developed by Sid Kess, is designed to guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions, and disclosures for C Corporations and S Corporations.
Cannabis Tax Update (VIRTUAL)
10:00am - 11:50am
Online
2.00 Credits
Member Price: $85
This 2-hour CPE session is a follow-up to CTCPA's Cannabis Conference that was held in the spring. This update will delve deeper into tax topics related to the cannabis industry, including Internal Revenue Code Section 280E and Section 471C.
Finance and Innovation: Reinvent Your Department and Company
8:30am - 4:30pm
Online
8.00 Credits
Innovation drives economic growth. The key to reigniting the American economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations. Innovation is not solely the purview of marketing, sales, service or production. Financial managers can create organizations that thrive on innovation or kill new ideas. They may choose to help develop and maintain practices that nurture innovation, or they can just maintain the status quo. Truly innovative finance professionals provide new, more meaningful and actionable information to all employees.
2023 FASB and AICPA Update
8:45am - 4:30pm
Online
8.00 Credits
Member Price: $274
For over 30 years, the FASB and AICPA Update has been the most popular course among all of our seminars. This course is a must to keep professionals on top of the continuing changes in the accounting profession. Whether these changes are in accounting technical standards or professional standards, the course authors will provide practical guidance including standards' review and implementation guidance where appropriate.
Acquisitions to Grow the Business
8:30am - 4:30pm
Online
8.00 Credits
Mergers, acquisitions and alliances have been - and will continue to be - major avenues to organizational growth and increased competitive advantage. Yet, despite the great initial promise of many business mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps CFOs, controllers and their advisors identify, negotiate and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
8:45am - 12:15pm
Online
4.00 Credits
Member Price: $140
The effective date of FASB ASC 606, Revenue from Contracts with Customers, is here! Do you know which contracts are within the scope of the standard and when revenue should be recognized at a point in time of over time? This course answers those questions by providing a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know. Recent updates to this course include the latest guidance from FASB, industry-specific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition, as well as disclosure illustrations
The Complete Trust Workshop
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $274
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.
The Bottom Line on the New Lease Accounting Requirements
12:45pm - 4:15pm
Online
4.00 Credits
Member Price: $140
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this new major standard. Discussion includes basic identification, recognition, measurement, presentation and disclosure requirements. Case study exercises are included to illustrate application of the standard. This course discusses the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also discusses the lessor accounting model, including profit recognition and collectability.
AICPA's Annual Federal Tax Update
9:00am - 4:30pm
Online
8.00 Credits
Member Price: $274
Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more.
Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLCs
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $140
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
K2's Next Generation Excel Reporting
10:00am - 5:30pm
Online
8.00 Credits
Member Price: $160
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
1:00pm - 2:40pm
Online
2.00 Credits
Member Price: $79
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.