CPE Catalog & Events
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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
What's Coming Next: Technology Strategies for CPAs
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Online
2.00 Credits
Member Price: $105
The 2026 Market Outlook: Big-Picture Trends and Technology Forecasts, The Best of 2026: Top Hardware and Software Picks for Professionals, The Intelligence Evolution: Transitioning to Real-World Agentic Workflows, Ecosystem Excellence: Maximizing Your Existing Cloud and Mobile Platforms
K2's The New World of Expense Management: Smart Cards, Real-Time Tracking
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Online
3.00 Credits
Member Price: $135
Modernizing Expense Capture: Utilizing Dext and Mobile App Workflows , Virtual Cards and Bill Pay: Balancing High-Efficiency Automation with Oversight , Integration Strategies: Connecting Spend Management Tools to Leading Accounting Solutions , Feature Comparison: Selecting the Right Expense and Payment Platforms for Your Needs
Charting, Graphing, and Mapping Data Made Easy!
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Online
2.00 Credits
Member Price: $105
Crafting Visuals: Selecting the Right Chart Type, Excel Charting: From Basic to Advanced Techniques, Integrating Charts: Microsoft Office Suite Mastery, Data Storytelling: Converting Numbers into Narratives
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
Leveraging Microsoft Teams Effectively For Your Organization
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Online
3.00 Credits
Member Price: $135
Overview of Microsoft Teams. The purpose and intent of the application. Why you should consider it for your organization, The best features of Teams and how they are used every day. Additionally, some hidden gems of Teams that you should know about, Some fantastic 3rd party and external tools which easily integrate into Teams, Methods for automating business practices in Teams using Approvals and Power Automate, A brief discussion of administration, security, and privacy in Teams
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
K2's Technology for CPAs - Don't Get Left Behind
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Online
8.00 Credits
Member Price: $330
Emerging technologies all business professionals should know , Considerations associated with upgrading to a newer version of Windows and why that might be advised , Practical options for protecting your data , New features in commonly used applications such as Excel and Adobe Acrobat DC
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
The K2 Team's Top Tech Productivity Tips And Tricks
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Online
2.00 Credits
Member Price: $105
Microsoft 365 Optimization: Proven shortcuts and high-efficiency hacks for core applications including Excel, Outlook, and Teams., Virtual Collaboration and Meeting Excellence: Strategies for navigating the "new normal" of remote work, including constructing Teams sites and mastering virtual meeting tools., Automated Data Collection and Workflows: Utilizing templates and forms to streamline routine tasks and eliminate manual data entry., Technology Trap Mitigation and Efficiency: Strategies for identifying and avoiding common digital bottlenecks while implementing time-saving hacks to maximize output across various business applications.
K2's What's New With QuickBooks
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Online
2.00 Credits
Member Price: $105
Licensing issues , Pricing updates , New and improved features , Transitioning from QuickBooks Desktop to QuickBooks Online
K2's Excel Charting and Visualizations
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Online
4.00 Credits
Member Price: $180
Understanding the best types of visualizations to use in specific situations , Creating compelling visualizations using Excel , Adding interactivity to your Excel-based visualizations
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