Skip to main content

CPE Catalog & Events

Showing 150 OSCPA Events Results

K2's Small Business Accounting Shootout

-

Online

4.00 Credits

Member Price: $155

Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution

Surgent's Individual Income Tax Update

-

Online

4.00 Credits

Member Price: $145

Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

K2's Technology Update

-

Online

4.00 Credits

Member Price: $155

Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues

Top Ten Questions from Partnership Clients Regarding the Section 754 Election - VIRTUAL

-

Online

4.00 Credits

Member Price: $145

How does a partner compute his or her basis in a partnership? What is the difference between a partner's inside and outside basis? What is the difference between a partner's capital account and partner's outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership's tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?

Federal Tax Update - Individual - VIRTUAL

-

Online

8.00 Credits

Member Price: $330

1040 Tax In-Depth - VIRTUAL

-

Online

16.00 Credits

Member Price: $410

K2's Testing And Auditing Excel Workbooks

-

Online

4.00 Credits

Member Price: $155

Examples of common errors found in Excel workbooks How to reduce Excel errors Add-in solutions that can minimize spreadsheet error risk

K2's Top PDF Features You Should Know

-

Online

4.00 Credits

Member Price: $155

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

Applying the Uniform Guidance in Your Single Audits

-

Online

8.00 Credits

Member Price: $275

Introduction to single audits • Preparation of the schedule of expenditures of federal awards and determining major programs • Understanding, assessing, and testing internal control • Testing compliance with federal statutes and regulations and applicable compliance requirements • Auditor reporting in a Uniform Guidance compliance audit • Program-specific audits • Administrative requirements and cost principles in a single audit

Federal Tax Update - Business - VIRTUAL

-

Online

8.00 Credits

Member Price: $330

Social Security and Medicare: Planning for You and Your Clients - VIRTUAL

-

Online

8.00 Credits

Member Price: $275

Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare Part D prescription drugs: what retirees need to know

Evaluating Fraud Risk in a Financial Statement Audit - VIRTUAL

-

Online

4.00 Credits

Member Price: $145

The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds

OSCPA's Oil & Gas Series: Session 1 - Sales Tax Update for Oklahoma, Texas and other Top Producing States - Virtual

-

Online

2.00 Credits

Member Price: $80

Guide to the AICPA Quality Management Standards - VIRTUAL

-

Online

2.00 Credits

Member Price: $89

Quality management standards SSARS No. 26 SAS 146 Risk assessment and risk-based approaches to quality management Audit engagement leadership Managing technology and the use of external service providers

Business Valuation Conference - VIRTUAL

-

Online

8.00 Credits

Member Price: $475

Select Estate and Life Planning Issues for the Middle-Income Client - VIRTUAL

-

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          

K2's Accountant's Artificial Intelligence Conference - VIRTUAL

-

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

Succession Planning for the Small Business Owner: Finding the Exit Ramp - VIRTUAL

-

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 - VIRTUAL

-

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

-

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