CPE Catalog & Events
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OSCPA's Kurt Oestriecher Symposium - VIRTUAL
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Online
8.00 Credits
Review and Analysis of Crucial OBBBA Changes
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Online
2.00 Credits
Member Price: $105
• Changes to the standard deduction • Senior deduction • Deduction for auto loan interest • Estate tax changes and the portability option • Tax consequences associated with investing in revised opportunity zones • Full expensing of domestic R&E • Individual and corporate charitable contributions • Wagering losses • Student loan discharges • Taking advantage of scholarship granting organizations (SGOs) • Dependent care assistance program • Other crucial OBBBA provisions
K2's CPA Firm Update
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Online
2.00 Credits
Member Price: $105
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability , Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Making Sense of Essential OBBBA Provisions
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Online
2.00 Credits
Member Price: $105
• Bonus and Section 179 depreciation • Depreciation of qualified production property • The business interest deduction • Tax on excess compensation within tax-exempt organizations • Excise tax on investment income of private colleges • ABLE accounts and the Saver's Credit • Child Tax Credit • Casualty losses • Other crucial OBBBA provisions
Don Farmer's Partnership Basis Deep Dive: Inside vs. Outside Basis
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Online
2.00 Credits
Member Price: $89
Partnership basis concepts discussing the technical distinction between inside basis and outside basis and their role in partnership taxation Calculation of initial and adjusted outside basis for partner contributions of cash, property, and liabilities Impact of partnership allocations, distributions, and IRC §752 liability allocations on partner basis Basis adjustments and reporting risks Application of basis rules to loss deductibility and gain recognition on distributions Reconciliation of partner capital accounts to tax basis schedules for compliance and planning purposes
K2's Technology Update
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Online
4.00 Credits
Member Price: $180
Developments in hardware and software , Options for communicating and collaborating more effectively , Addressing cybersecurity issues
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
2.00 Credits
Member Price: $180
• AICPA's Enhancing Audit Quality initiative • Recent revisions to Quality Management standards • Feedback from peer reviews, including areas driving deficiencies in audit • Elements of an effective risk assessment and how to link to audit procedures performed • Understanding internal controls and making the decision whether or not to test them • Best practices in documentation
K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
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Online
2.00 Credits
Member Price: $105
Common security weaknesses that occur with hardware and software at home and in the office , Malware, ransomware, data breach, and incident response tips , Internal control failures which result in the theft of assets or unauthorized manipulation of data
AICPA Quality Management Standards: A Focus on Year Two
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Online
2.00 Credits
Member Price: $105
• Quality management standards - SQMS 1-3 • SAS 146, SSARS No. 26, and SSAE 23 • Performing and documenting the firm's evaluation of the SQM (major focus) • Setting up an SQM
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
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Online
2.00 Credits
Member Price: $105
• Core components of a cybersecurity risk management program • Overview of key policies, controls, and procedures for financial organizations • Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape • Case studies: financial implications of breaches and mitigation strategies • Best practices for integrating cybersecurity with financial reporting
Compilation Engagements Under the SSARS (PCE4)
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Online
4.00 Credits
Member Price: $180
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting, and other required communications for preparation and compilation engagements
Incident Response and Case Studies in AI-powered Cybersecurity
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Online
2.00 Credits
Member Price: $105
• Frameworks for incident response (e.g., NIST Cybersecurity Framework) • Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) • Practical tips for financial professionals to manage crises • Post-incident analysis and lessons learned • Building organizational resilience through continuous improvement
What's Coming Next: Technology Strategies for CPAs
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Online
2.00 Credits
Member Price: $105
The 2026 Market Outlook: Big-Picture Trends and Technology Forecasts, The Best of 2026: Top Hardware and Software Picks for Professionals, The Intelligence Evolution: Transitioning to Real-World Agentic Workflows, Ecosystem Excellence: Maximizing Your Existing Cloud and Mobile Platforms
Exploring Business Valuation Fundamentals
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Online
2.00 Credits
Member Price: $105
• What does value mean? • Technical vs. fundamental analysis • Intrinsic value • Other discounted cash flow models • Assumptions in the Gordon Growth Model • Valuations using free cash flows • Residual income model • Enterprise value • Value in mergers and acquisitions • Small business valuations and discounts • Advanced valuation models
Hot Tech Tools and Services for Financial Professionals
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Online
2.00 Credits
Member Price: $105
The Multi-Platform Stack: Best Mobile, Desktop, and Cloud Applications, iPaaS and Automation: Connecting Workflows with n8n, Power Automate, and Zapier, Professional Security: Implementing Passkeys and Encrypted Client Communication, Extended Productivity: Open Source Solutions and Home Automation Integration
Microsoft 365 Mastery: When Everything Works Together
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Online
2.00 Credits
Member Price: $105
The Unified Ecosystem: Integration, Security, and Turnkey Setup, From File Servers to Cloud: Seamless Data Synchronization, High-Velocity Collaboration: Co-editing in Excel, Word, and PowerPoint, Modern Automation: Connecting Outlook, Teams, and SharePoint
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
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Online
2.00 Credits
Member Price: $105
Constructing a Compliant Security Plan, Fortifying Defenses Against Cyber Threats, Executing Robust Data Protection Measures, Cultivating a Security-First Culture
K2's Taking Another Look At Power BI
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Online
2.00 Credits
Member Price: $105
Getting started with Power BI , Creating effective visualizations in Power BI , Publishing Power BI reports to dashboards , Optimizing dashboards for viewing on mobile devices
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Online
2.00 Credits
Member Price: $105
Explanation and demonstration of the use of a wide range of automation tools with a focus on "low-code/no-code , Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions , Challenges and risks of automating business processes
Don Farmer's Top 10 Partnership Issues & How to Avoid Them
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Online
2.00 Credits
Member Price: $89
Overview of Subchapter K and common partnership risk areas Partner capital accounts: tax basis vs. §704(b) capital vs. book basis Outside basis vs. inside basis calculations Allocation rules and substantial economic effect under §704(b) Partnership liabilities and debt allocation under §752 Disguised sales and related-party transactions under §707 Partnership distributions (current and liquidating) and gain recognition rules Sale or exchange of partnership interests and §751 hot assets §754 elections and basis adjustments Overview of the centralized partnership audit regime (BBA) Best practices for documentation and compliance risk mitigation