CPE Catalog & Events
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Understanding and Testing Control and Compliance in a Single Audit (UTC4)
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Online
4.00 Credits
Member Price: $180
The essential internal control concepts applied in single audits How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits How auditors plan and perform tests of compliance in single audits The identification and reporting of control and compliance findings
Top Business Tax Planning Strategies (BTPS)
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Online
2.00 Credits
Member Price: $105
Lower marginal tax rates made permanent New, more generous depreciation rules for bonus and Section 179 Qualified production property and bonus depreciation Full expensing of domestic research and experimental expenditures Rev. Proc. 2025-28 and options for small taxpayers Taking advantage of the QBI deduction Taking advantage of the SALT cap and the pass-through entity tax Form 1099 reporting changes Deducting business interest and business losses Taking advantage of the new Section 1202 tax regime
Virtual Currency: Keeping Up With the Tax Code (VCR2)
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Online
2.00 Credits
Member Price: $105
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
CFO Series: AI in the Digital World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management
Schedules K-2 and K-3: Preparation of Forms (KPF2)
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Online
2.00 Credits
Member Price: $105
How to read and complete Parts II and III for Foreign Tax Credit Understand attachment requirements in Part I Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Part X for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Ethical Considerations for CPAs
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Online
4.00 Credits
Member Price: $180
• The CPA's role in today's economy • The similarities and differences between individual and business ethics • The link between ethics, integrity and scruples • The basic attributes of ethics and professional conduct • The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct • The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues • The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers
Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $180
• Review of the different aspects of forensic accounting • The civil litigation process as it relates to forensic accounting • Litigation services provided by forensic accountants • Fraud detection and prevention • Various types of fraud • Training and certifications in forensic accounting • Forensic accounting in bankruptcy proceedings • Forensic accounting in family law proceedings • Calculating damages for use in litigation • Valuations • Ethical issues pertinent to forensic accounting
Federal Tax Update - Business and Individual with Ron Roberson - VIRTUAL
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Online
8.00 Credits
Member Price: $430
Adapting to OBBBA Changes: A Strategic Review
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Online
2.00 Credits
Member Price: $105
• Business losses • The SALT cap • Implementing Section 1202 changes • Form 1099 reporting changes • Business meals • Health care-related issues • Family and medical leave • Other crucial OBBBA provisions
OSCPA's 2026 Federal Tax Update - Oklahoma City
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Oklahoma City
8.00 Credits
Member Price: $330
The impact of OBBA 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 2025 & 2026
OSCPA's 2026 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $330
The impact of OBBA 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 2025 & 2026
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2)
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Online
2.00 Credits
Member Price: $105
Introduction to the OIC program Types of OICs Eligibility criteria Financial analysis Offer amount calculation Preparing Forms 656 and 433-A(OIC)/433-B(OIC) Supporting documentation and strategy OIC submission and IRS review process Appeals and negotiation techniques Best practices and common pitfalls Real-world scenarios and case studies
Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $180
• The sources of deferred tax assets and liabilities • Calculating the deferred tax asset or liability • Reporting income-tax expense and balance sheet items • Defining, analyzing, and reporting uncertain tax positions • Classification of deferred tax assets and liabilities • Disclosure requirements • Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives
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
Accounting for Revenue under ASC 606 and Final PIR Report Findings
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Online
2.00 Credits
Member Price: $105
• Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 • The FASB's five-step revenue recognition model, including hands-on examples and illustrations of the guidance • Presentation and disclosure requirements • Lessons learned and best practices for improving business processes related to revenue recognition going forward • Results of the FASB's Stage 3 Post-Implementation Review (PIR) report
Multistate Income Tax Issues
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Online
4.00 Credits
Member Price: $180
• Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus • Emerging compliance issues in the new sales tax economy • Income tax (and other forms of tax); economic nexus (taxation without physical presence) • Attributional and agency nexus; presence of intangible property • Is P.L. 86-272 still valid? • When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility
Tax Research - Intermediate Concepts
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Online
2.00 Credits
Member Price: $105
• Tax code hierarchy • Organization of an Internal Revenue Code section • Special rules for IRC citation • Citing other primary authorities • Private letter rulings • Primary vs. secondary authority • Secondary sources of authority • Steps in the tax research process • Research memoranda
Select Estate and Life Planning Issues for the Middle-Income Client
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Online
4.00 Credits
Member Price: $180
• Changes to the lifetime estate tax exemption in light of proposed regulations • More than 20 documents that should be reviewed that are neither a will nor trust • Provisions you need in a will • Trusts and other arrangements for children • Durable powers of attorney for healthcare and for financial matters • Realistic retirement goals • Developments relative to estate tax, and the implications for planning
Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
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Online
4.00 Credits
Member Price: $180
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Guide to Payroll Taxes and 1099 Issues
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Online
4.00 Credits
Member Price: $180
• Statutory employees, independent contractors, and possible changes to §530 relief • Using SS-8 • Payroll Tax Penalties -- Who is a responsible person? • Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates • Understanding payroll tax responsibilities in the gig economy