CPE Catalog & Events
Surgent's Individual Income Tax Update (BIT4)
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Online
4.00 Credits
Member Price: $175
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Real Estate professional requirements 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
Surgent's S Corporation, Partnership, and LLC Tax Update (BCP4)
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Online
4.00 Credits
Member Price: $175
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent,new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Guidance on the impact of recent legislation on S corporations and partnership entities A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liabilitycompanies, and limited liability partnerships
Social Security and Medicare: Planning for You and Your Clients (SSRB)
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Online
8.00 Credits
Member Price: $320
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
Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
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Online
4.00 Credits
Member Price: $175
The key requirements, options, and best practices seen in each of the basic financial statements Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
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Online
4.00 Credits
Member Price: $175
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
OSCPA's 2025 Federal Tax Update - Oklahoma City
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Oklahoma City
8.00 Credits
Member Price: $430
The impact of TCJA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2024 & 2025
OSCPA's 2025 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $430
The impact of TCJA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2024 & 2025
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
CFO Series: Preparing for Trouble LIVE REPLAY
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Online
8.00 Credits
Member Price: $320
Module 1: Navigating the Storm: Crisis Management for Resilient Firms The need for crisis management and business continuity plans Risk assessment and identification How to develop a crisis management framework Crisis communication strategies Business continuity planning essentials Keys to crisis leadership and decision making in a crisis Module 2: Proven Strategies for Effective Fraud Detection and Prevention Understanding fraud o Definitions and types How are frauds caught? Where, how, and when to look o Common red flags How to reduce your fraud risks Module 3: CFO or Detective? A Guide to Conducting Effective Investigations What is an investigation and when is it warranted? How to prepare for an investigation - Who should conduct it and defining the boundaries When to outsource vs. conduct the investigation internally Evidence collection and preservation - The paper and data trail - Witness statements Employee rights during investigations Investigative techniques (data analytics, surveillance, interviews) Reporting results When to take the next step - the legal process Module 4: Artificial Intelligence (AI) and Machine Learning: Practical Applications for Finance Explain AI and ML and describe potential finance-related applications for both. Demonstrate the growth of AI. Discuss practical applications and risks for AI and ML, specific for accounting and finance. Bookmark and share examples of ethical policies to help mitigate these risks. Demonstrate prompt engineering tips to yield desired responses from Generative AI tools like Chat GPT, Gemini, Perplexity AI, and Microsoft Copilot.
Federal Tax Update Individual - with Ron Roberson - VIRTUAL
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Online
8.00 Credits
Member Price: $430
Transforming Accounting with AI: Practical Insights and Applications (TAAI)
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Online
8.00 Credits
Member Price: $320
Introduction to AI in accounting Generative AI in accounting and prompt engineering AI and data ethics in accounting Leveraging AI for data analytics in accounting
Fraud In Single Audits (FSA4)
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Online
4.00 Credits
Member Price: $175
Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection
Federal Tax Update - Business with Ron Roberson - VIRTUAL
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Online
8.00 Credits
Member Price: $430
Construction Contractors: Accounting and Financial Reporting Issues (CST4)
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Online
4.00 Credits
Member Price: $175
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry FASB ASC 606 and its impact on the construction industry The unique relationship between the contractor and the surety FASB ASC 842 and its impact on the construction industry
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $320
Foundation and principles of generally accepted government auditing standards {GAGAS) Yellow Book compliance requirements Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements and reviews of financial statements Fieldwork and reporting standards for performance audits