Professional Development and Event Catalog

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Showing 55 Seminars & Conferences Results

Reviewing Partnership Tax Returns: What Are You Missing? (Morning Session)

Thursday, December 9th, 8:45am - 12:15pm

Online

4.00 Credits

Form 1065  Schedules K and K-1  Schedules M-1 and M-2  Form 4562  Form 4797  And More!

Reviewing S Corporation Tax Returns: What Are You Missing? (Afternoon Session)

Thursday, December 9th, 12:45pm - 4:30pm

Online

4.00 Credits

Form 1120S  Schedule K-1  Schedule L  Schedules M-1 and M-2  Form 4562  Form 4797  And More!

K2's Excel PivotTables for Accountants - New

Friday, December 10th, 9:30am - 5:00pm

Online

8.00 Credits

 

K2's Emerging Technologies, Including Blockchain and Cryptocurrencies

Monday, December 13th, 9:30am - 1:00pm

Online

4.00 Credits

 

K2's Ethics and Technology - New

Monday, December 13th, 2:00pm - 5:30pm

Online

4.00 Credits

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

Monday, December 13th, 9:00am - 4:30pm

Online

8.00 Credits

Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"

K2's Excel Essentials for Staff Accountants

Tuesday, December 14th, 9:30am - 5:00pm

Online

8.00 Credits

 

Professional Ethics for Connecticut CPAs (Morning Session)

Tuesday, December 14th, 8:45am - 12:15pm

Online

4.00 Credits

The conceptual framework  Confidentiality and conflicts of interest  Issues impacting attest services, including independence  Issues impacting non-attest practices and engagements  Issues impacting CPAs in industry  Connecticut state laws and regulations

K2's Microsoft Office 365 - All the Things You Need to Know - New

Wednesday, December 15th, 9:30am - 5:00pm

Online

8.00 Credits

 

Lease Accounting Implementation (Morning Session)

Wednesday, December 15th, 8:45am - 12:15pm

Online

4.00 Credits

Managing the risks of material misstatements  Time-saving practical expedients  Calculating present value for a lease's remaining payments  Examples of documentation that will avoid internal-control deficiencies and maximize audit efficiency

Estate and Life Planning Issues for the Middle-Income Client

Thursday, December 16th, 9:00am - 4:30pm

Online

8.00 Credits

The SECURE Act, including IRA and RMD changes  Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers  The CARES Act section 72(t) 10% early withdrawal penalty waiver  The CARES Act temporary waiver of RMD rules  More than 20 documents that should be reviewed that are neither a will nor trust  Applicable rates, and tactics that may be used to minimize them  Reducing the impact of ancillary administration  Provisions you need in a will  When a trust is needed for children  Durable powers of attorney, for financial matters and for healthcare  Realistic retirement goals  Management of insurance: liability, disability, and life  Dealing with marriage and divorce  Titling assets effectively  Developments relative to estate tax, and the implications for planning

K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection

Thursday, December 16th, 9:30am - 5:00pm

Online

8.00 Credits

 

Advanced Individual Income Tax Workshop (Livestream)

Monday, January 10th, 8:30am - 4:30pm

Online

8.00 Credits

Advanced Corporate Income Tax Workshop (Livestream)

Tuesday, January 11th, 8:30am - 4:30pm

Online

8.00 Credits

Preparing Individual Tax Returns for New Staff and Para-Professionals

Wednesday, January 12th, 9:00am - 4:30pm

Online

8.00 Credits

Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of 199A qualified business income, its calculation, limitations, and examples Form 8867 Protecting practitioners Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions A thorough understanding of what's deductible and what's not Interest deductions  Limitations and timing problems Retirement contributions and education credits and deductions Tax computations - The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous "practice tips" Impact of recent legislation and forms changes on the 1040