CPE Catalog & Events
Don Farmer's Difficult Tax Forms
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Online
2.00 Credits
Member Price: $89
Overview of complex federal tax reporting requirements Review of selected difficult forms (may include forms such as 4797, 6252, 8582, 8606, 8995/8995-A, or other high-risk compliance forms) Computational challenges and interaction with related schedules Disclosure requirements and supporting documentation considerations Penalty provisions and IRS examination focus areas Common preparation errors and quality control considerations
Don Farmer's Basics of Foreign Reporting for Individuals: How to Avoid Large Penalties
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Online
2.00 Credits
Member Price: $89
Overview of U.S. International Reporting Regime Worldwide income taxation for U.S. persons Distinction between income reporting and information reporting Key enforcement priorities FBAR (FinCEN Form 114) Who must file Definition of foreign financial account $10,000 aggregate threshold Signature authority considerations Civil penalty framework (non-willful vs. willful violations) FATCA Reporting – Form 8938 Specified foreign financial assets Filing thresholds (U.S. residents vs. taxpayers living abroad) Coordination and overlap with FBAR Statute of limitations implications Other Common Individual Foreign Information Returns Form 3520 (foreign gifts and trusts) Form 5471 (controlled foreign corporations) Form 8865 (foreign partnerships) Overview of Form 8621 (PFIC reporting) Penalties and Enforcement Civil penalty structures Accuracy-related penalties and extended statutes IRS audit trends Reasonable cause defenses Compliance and Risk Management Client intake and due diligence procedures Documentation best practices Amended filings and delinquent submission procedures Practitioner ethical responsibilities
OSCPA's Two-Day Federal Tax Update - Oklahoma City
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Oklahoma City
16.00 Credits
Member Price: $480
The impact of OBBBA and the latest tax developments for individuals and businesses Major tax court cases impacting individuals Tax credits for individual's and businesses update Reporting Schedule K-1 activities from partnership and S-corporations Latest from the IRS on major individual tax matters Individual tax numbers update for 2025 & 2026
OSCPA's Two-Day Federal Tax Update - VIRTUAL
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Online
16.00 Credits
Member Price: $480
The impact of OBBBA and the latest tax developments for individuals and businesses Major tax court cases impacting individuals Tax credits for individual's and businesses update Reporting Schedule K-1 activities from partnership and S-corporations Latest from the IRS on major individual tax matters Individual tax numbers update for 2025 & 2026
Don Farmer's Top 10 S Corporation Return Issues & How to Avoid Them
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Online
2.00 Credits
Member Price: $89
Overview of S Corporation Compliance Framework Eligibility requirements under IRC §1361 One class of stock rule Shareholder limitations Election considerations and termination risks Top 10 common S Corporation Return Issues: Failure to Properly Track Shareholder Basis Improper Deduction of Losses Without Sufficient Basis Distributions in Excess of Basis Inadequate Reasonable Compensation Shareholder Loans Misclassified or Poorly Documented Built-In Gains (BIG) Tax Issues Passive Investment Income and Termination Risk Improper Allocation of Income and Expenses Fringe Benefits and Shareholder-Employee Issues 1State Tax and Composite Filing Oversights
Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond
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Online
2.00 Credits
Member Price: $89
Overview of IRS Notice and Correspondence Processes Identification and Interpretation of IRS Notices Response Timelines and Procedural Requirements Response Options and Escalation Considerations Taxpayer Rights and Due Process Best Practices for Notice Management and Compliance
Jan/Feb'26 Focus: PEEC's Recent Ethics Interpretations and a Look Ahead - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $25
March/April '26 Focus: Tax & Accounting Firm Cybersecurity: Creating Your Written Information Security Plan (WISP)
Available Until
On Demand
1.00 Credits
Member Price: $25
May/June'26 Focus: The Hidden Costs of Workplace Trauma: A Growing Financial and Operational Risk for CPAs
Available Until
On Demand
1.00 Credits
Member Price: $25
OSCPA's Adapting to the New Normal: Tech Advantages & Cyber Strategies in Data Protection - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's An Acrostic for Ethics - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $105
OSCPA's Banking Insights from a Treasury Management Perspective - Self- Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's CSI: Banking Edition - Self-Study
Available Until
On Demand
2.00 Credits
Member Price: $105
OSCPA's Common Issues with Construction Contractors Attest Engagements - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's Cybersecurity Over the Next 10 Years - Self-Study
Available Until
On Demand
2.00 Credits
OSCPA's Effective Marketing Strategies for CPA Firms - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's Hiring and Retaining Talent in a Competitive Job Market - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's How to SPRING into CAS: A Step-by-Step Framework - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's Identifying and Living Into Your Values - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55
OSCPA's Mastering the Shared Office Landscape: Strategies for Success - Self-Study
Available Until
On Demand
1.00 Credits
Member Price: $55