CPE Catalog & Events
Preparation and Compilation Engagements Under the SSARS (PCE4)
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Online
4.00 Credits
Member Price: $175
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 Proposed changes to the SSARS guidance 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
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
Lessons Learned From Recent Accounting Malpractice Actions (AMA2)
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Online
2.00 Credits
Member Price: $100
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Evaluating Fraud Risk in a Financial Statement Audit (ARF4)
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Online
4.00 Credits
Member Price: $175
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
Preparing and Reviewing Client-Prepared Financial Statements and General Attest Engagements (PRF4)
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Online
4.00 Credits
Member Price: $175
Objective of financial reporting Interrelationships of financial statements and disclosures Accounting changes Financial statement preparation and review process Best practices for financial statement preparation and review Frequently missed issues in compilation and review engagements as noted by peer reviewers Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Pro forma Information Introduction to attestation standards (AT) Performing attestation examination engagements Performing attestation review engagements Performing agreed-upon procedures
CFO Series: Enhancing Productivity LIVE REPLAY
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Online
8.00 Credits
Member Price: $320
Module 1: Quality is Free - But How do We Measure the Cost? What do we mean by quality? Why does quality pay off? Total quality management, including lean and six sigma The four elements of the cost of quality Practical prevention activities The necessity of appraisal and why quality cannot be inspected into a process Sources of internal failure and other sources you may not have considered External failure and the hidden costs of 'shortcuts' Creating an effective and actionable cost of quality report Module 2: Understanding and Mitigating External and Internal Risks: How? - 2.00 A&A Credits Defining risk as it impacts organizations Understanding external and internal risks o Examples of these risks o How do we identify and assess? o What can be done about the risks? Developing a risk mitigation strategy and plan Monitoring and mitigating risk Module 3: Insurance - How to Manage Your Insurance Program How are risks managed? - What is risk transfer? What does a broker do, how do we choose a broker, and how should we pay them? What can insurance protect against? Deductibles, self-insurance, and captives Issues affecting different classes of insurance regarding claims and accessibility Actions you need to take in addition to securing insurance Umbrella policies and how they attach above the primary Module 4: Effective Implementation of Enterprise Risk Management What is ERM and why is it important? What is your risk appetite and risk tolerance? The COSO framework for ERM and its recent updates The ERM Steering Committee - what is it for and what does it do? Risk heat maps - evaluating what is hot and what is not Risk owners and the risk control plan Measuring the effectiveness of the implementation The role of leading and lagging indicators - KRIs Making it part of everyday management The need to integrate ERM into strategic planning
Applying the CECL Credit Loss Standard to Non-Banking Situations (CEC4)
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Online
4.00 Credits
Member Price: $175
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Surgent's Federal Tax Update (BFT4)
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Online
4.00 Credits
Member Price: $175
Comprehensive coverage of the One Big Beautiful Bill Act Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (PTE2)
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Online
2.00 Credits
Member Price: $100
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
AI-Driven Ethics and Data Analytics: A Roadmap for Accountants (AIE4)
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Online
4.00 Credits
Member Price: $175
AI and data ethics in accounting Leveraging AI for data analytics in accounting
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.
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (PRK4)
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Online
4.00 Credits
Member Price: $175
The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership
Don Farmer's Tax Planning for Purchases & Sales of Property: Maximizing Deductions & Savings - VIRTUAL
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Online
2.00 Credits
Member Price: $79
General overview of the purchase of assets. Increasing Federal tax deductions on the purchase of property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels.
Don Farmer's Tax Planning for Purchases & Sales of Property: Reducing Taxes on Property Sales - VIRTUAL
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Online
2.00 Credits
Member Price: $79
Recognize how to determine when like-kind exchanges make sense. Calculate recapture income on sale of property. Apply section 1231 and its limitations. Identify when qualified opportunity funds make sense.
Personal Financial Planning Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $335
Innovations in AI tools Tax strategies Divorce and Pre-Marital Agreements Personal Storytelling in your practice Economic update and tax implications for planning
The One Big Beautiful Bill Act (OBBBA): What You Need To Know
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Online
4.00 Credits
Member Price: $175
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA