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CPE Catalog & Events

Showing 80 OSCPA Events Results

Level III: Beginning in Charge Staff Training

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Online

16.00 Credits

Member Price: $540

What is Expected of the In-Charge Plan Engagement Assess Risk and Materiality Nonstatistical Audit Sampling Meet Client Needs Complete Engagements Review Assistants' Work Supervision

Oklahoma Tax Institute

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Oklahoma City

16.00 Credits

Member Price: $370

Oklahoma Tax Institute - Virtual

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Online

16.00 Credits

Member Price: $370

K2's Small Business Internal Controls, Security, and Fraud Preventionand Detection

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Online

8.00 Credits

Member Price: $295

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

Key Partnership and S Corporation Tax Planning Strategies

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Online

4.00 Credits

Member Price: $145

• Timely coverage of breaking tax legislation • Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares • At-risk and passive activity loss considerations • Basis planning • Related party transactions: making them work • Income splitting and shifting with family can create considerable benefits • Sale of ownership interest and NIIT considerations

Tax Loss Limitations Imposed on Individuals and Pass-through Entities

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Online

3.00 Credits

Member Price: $99

• How to calculate a partner or S corporation shareholder's basis • Form 7203 and an S corporation shareholder's basis • The at risk basis rules and Form 6198 • The passive activity loss limits • The Section 461(l) loss rule • The net operating loss limitation rules • The Section 163(j) business interest limitation

Preparation and Compilation Engagements Under the SSARS - VIRTUAL

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Online

4.00 Credits

Member Price: $145

Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 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 SSARS No. 21 implementation issues and peer review feedback

K2's Excel Essentials for Staff Accountants

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Online

8.00 Credits

Member Price: $295

Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks

OSCPA Ethics - Oklahoma City

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Oklahoma City

2.00 Credits

Member Price: $80

OSCPA Ethics - VIRTUAL

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Online

2.00 Credits

Member Price: $80

K2's Technology for CPAs - Don't Get Left Behind

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Online

8.00 Credits

Member Price: $295

Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC

Don Farmer Individual Income Tax Workshop - VIRTUAL

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Online

8.00 Credits

Member Price: $275

Finance and Innovation: Reinvent Your Department and Your Company

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Online

8.00 Credits

Member Price: $275

• How innovation happens • Innovation metrics and how to report on innovation efforts • How the use of technology and other simple techniques can foster and sustain innovation • The difference between disruptive and sustaining innovation • How to become more innovative on a personal level • How to communicate and encourage innovation within your company

Improve Audit Documentation with Engagement Manager (Formerly Advance Flow)

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Oklahoma City

4.00 Credits

Member Price: $145

Improve Audit Documentation with Engagement Manager (Formerly Advance Flow) - Virtual

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Online

4.00 Credits

Member Price: $145

Latest Developments in Government and Nonprofit Accounting and Auditing - VIRTUAL

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Online

8.00 Credits

Member Price: $275

Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits

K2's Excel PivotTables for Accountants

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Online

8.00 Credits

Member Price: $295

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables

Don Farmer Federal Tax Update - VIRTUAL

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Online

8.00 Credits

Member Price: $275

A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act;  A review of any tax legislation enacted in 2024;  FinCEN’s beneficial ownership information reporting rules;  Regulations modifying the required minimum distribution (RMD) rules for 2024;  An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles;  Employee Retention Credit Developments;  1099-K reporting rules for 2024; Digital asset developments;  New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments.

The Complete Guide to Payroll Taxes and 1099 Issues - VIRTUAL

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Online

8.00 Credits

Member Price: $275

Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to 530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and 401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy

K2's Excel Best Practices

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Online

8.00 Credits

Member Price: $295

Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel