CPE Catalog & Events
Select Estate and Life Planning Issues for the Middle-Income Client - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Succession Planning for the Small Business Owner: Finding the Exit Ramp - VIRTUAL
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Online
4.00 Credits
Member Price: $145
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
OSCPA's 2024 Federal Tax Update
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Oklahoma City
8.00 Credits
Member Price: $330
Morning Session - Federal Tax Update (Business)Afternoon Session - Federal Tax Update (Individual)
OSCPA's Oil & Gas Series - Virtual
Multiple Events Between -
Up to 8.00 Credits
Member Price: $270
OSCPA's Oil & Gas Series: Session 1 - Sales Tax Update for Oklahoma, Texas and other Top Producing States - Virtual
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Online
2.00 Credits
Member Price: $80
Business Valuation Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $475
K2's Accountant's Artificial Intelligence Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $300
How to get started with today's leading AI tools Examples of what you can - and can't do - with AI Potential security and privacy issues associated with AI Accountant-centric problems AI can help you solve
OSCPA's 2024 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Morning Session - Federal Tax Update (Business)Afternoon Session - Federal Tax Update (Individual)
Level II: Semi-Senior Staff Training
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Online
16.00 Credits
Member Price: $540
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge
K2's Technology Conference - VIRTUAL
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Online
16.00 Credits
Member Price: $370
OSCPA's Oil & Gas Series: Session 2 - How Generative AI and Emerging Technologies are Shaping the Future of Oil & Gas - Virtual
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Online
2.00 Credits
Member Price: $80
Predicting the Future
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Online
8.00 Credits
Member Price: $275
Making Predictions • Why great predictions are not intuitive? • How to separate correlation from causation? • How to recognize and overcome bias? • Who is Thomas Bayes and why he matters? Becoming a Great Predictor • Why the ability to doubt helps? • Why it is better to be a fox than a hedgehog? • How non-conformists change the world • Learn from the past without hindsight bias Creating Great Projections and Budgets • Why the many purposes and types of budgets and projections cause distortions? • How benchmarking and metrics have changed the budget process? Why Black Swan Risk Matters • What is Black Swan risk? • Why the risk you don't know can hurt you? • Protect your company from unknowable risks
Government and Nonprofit Frauds and Controls to Stop Them - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Applying the Yellow Book to a Financial Statement Audit - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
Construction Contractors: Accounting and Auditing
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Online
8.00 Credits
Member Price: $275
• Contract accounting and revenue recognition from contracts withcustomers • Contractor financial statements • Working with a surety • Audit planning, procedures, and reporting • Long-term contracts
Guide to the Corporate Transparency Act for Accounting and Finance Professionals - VIRTUAL
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Online
2.00 Credits
Member Price: $89
Updates on legislative challenges The Corporate Transparency Act and its goals Which entities need to file reports and which entities are exempt? Deep dive into the definitions of beneficial owner and substantial control Information that needs to be reported Logistics on how and when to file the forms
Artificial Intelligence for Accounting and Finance Professionals - VIRTUAL
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Online
2.00 Credits
Member Price: $89
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Online
0.00 Credits
Member Price: $145
• ERISA compliance: employee welfare plans and qualified plans • Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care • Health care plans: HRAs, HSAs, and other employer-sponsored plans • Qualified plan requirements: eligibility, coverage, and vesting