CPE Catalog & Events
OSCPA Sponsored Webcast: Planning Your Firm - FinCEN Filing Strategy - Presented by FincenFetch
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Online
1.00 Credits
Defining BOI Reports Market size and report pricing Client expectations of CPAs and firms Impact of offering reporting services
OSCPA's Financial Planning Series: ERC, R&D, Section 174 & Energy Tax Credits: Compliance & Planning Considerations - Virtual
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Online
2.00 Credits
Member Price: $80
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
4.00 Credits
Member Price: $145
• 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
1041's for Trust & Estates - VIRTUAL
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Online
8.00 Credits
Member Price: $300
Audit Documentation Requirements
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Online
2.00 Credits
Member Price: $89
• Proper documentation as a means of audit quality • Factors impacting the nature and extent of documentation • Illustrative workpapers and exercises • Use of practice aids and other mechanisms as means of audit documentation • Checklist for self-review of workpapers
Guide to the AICPA Quality Management Standards
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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
Complete Retirement Guide - VIRTUAL
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Online
8.00 Credits
Member Price: $300
OSCPA's Session 4: Economic and Market Update - Virtual
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Online
2.00 Credits
Member Price: $80
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $295
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Member Price: $145
• 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
K2's Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $155
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
The Most Critical Challenges in Not-for-Profit Accounting Today
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Online
4.00 Credits
Member Price: $145
• Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets • Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.) • Additional issues in not-for-profit financial reporting
K2's Implementing Internal Controls In QuickBooks Environments
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Online
4.00 Credits
Member Price: $155
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Maximizing Your Social Security Benefits
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Online
4.00 Credits
Member Price: $145
• Retirement benefits: What the amount of benefits is in various circumstances • 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? • Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 • Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children • 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?
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Online
4.00 Credits
Member Price: $155
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
K2's Introduction To Excel Macros
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Online
4.00 Credits
Member Price: $155
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $89
• Eligibility for Medicare • How to apply for Medicare • Introduction to Parts A, B, C, and D of Medicare • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries • Late enrollment penalties • Medicare Advantage in lieu of original Medicare • The Affordable Care Act's impact on Medicare • Current and late breaking legislative and regulatory developments
Securing a Comfortable Retirement in the Age of Spending - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using a residence and other real estate as retirement assets through equity and rent Using a small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool: employer retirement, savings, and Social Security Planning with the new retirement provisions of SECURE Act 2.0 Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $89
• Will Social Security be there for me? • How is my benefit calculated? • Can I claim my benefit and work too? • When do I stop paying Social Security taxes? • Why does my government pension cause my benefits to be reduced? • Can I claim spousal benefits now and my own later? • What is my breakeven? • Can I claim benefits from my ex-spouse? • What do you mean I may pay taxes on my income benefits? • . and more!