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Events

How to Settle a Client's Estate (IRS)(CFP) - 8/6/2026 - Live Stream
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to...
Taxation of Property Transactions - 8/7/2026 - Live Stream
A fundamental understanding of the taxation of business property transactions is essential to any tax practice. This course prepares tax professionals to handle the tax effects of common property transactions, including like-kind exchanges and...
What's Changing in A&A for Governmental Entities (NEW) - 8/7/2026 - Live Stream
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning...
Common Yellow Book and Single Audit Deficiencies (YB) - 8/10/2026 - Live Stream
Yellow Book and Single Audit engagements are considered must-select for peer review. Discuss the common deficiencies noted by peer reviewers and federal agencies. Focus on the requirements of Yellow Book independence, CPE and reporting, and...
Tech Summit Series: Small Business Accounting Solutions (NEW) - 8/10/2026 - Live Stream
The landscape of small business accounting constantly changes, and K2's Small Business Accounting is your essential guide to navigating these changes. This course focuses on the most effective accounting solutions and supplementary tools for...
Database Basics for Financial Professionals - 8/11/2026 - Live Stream
In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to...
A&A To Go Series: Understanding the 4 W's in Budgeting: Who, What, When, and Which? (NEW) - 8/11/2026 - Live Stream
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders,...
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IRS)(CFP) - 8/11/2026 - Live Stream
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to...
Fraud and Internal Controls Update for Yellow Book Compliance Auditors (YB) (NEW) - 8/12/2026 - Live Stream
Entiities subject to Yellow Book and compliance audits have a high degree of public accountability.  This course will focus on the critical fraud risk management and internal control concepts necessary to achieve that objective.
K2's Excel Best Practices - 8/12/2026 - Live Stream
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of...

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