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CPE Catalog & Events

Showing 165 OSCPA Events Results

Annual FASB Update and Review (FUR4)

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Online

4.00 Credits

Member Price: $175

Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing crypto assets (i.e., cryptocurrency) Topic 842, Leases ASC 326: CECL

This Year's Top Tax and Financial-Planning Ideas (IEF4)

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Online

4.00 Credits

Member Price: $175

Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency and digital assets The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting An update on income tax and estate-planning ideas, including any recent changes Tax ideas for the current year Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (GSM4)

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Online

4.00 Credits

Member Price: $175

Financial statement disclosures for small and medium-sized businesses Balance sheet, income statement, and statement of cash flows presentation and disclosure issues Disclosure examples from all sized entities which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606

Securing a Comfortable Retirement (SCR4)

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Online

4.00 Credits

Member Price: $175

Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party An overview of portfolio management for retirees, including sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings Planning with the new retirement provisions of SECURE Act 2.0

Surgent's Federal Tax Update (BFT4)

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Online

4.00 Credits

Member Price: $175

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

Unlocking AI: Fundamentals and Generative AI for Accountants (UAI4)

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Online

4.00 Credits

Member Price: $175

Introduction to AI in accounting Generative AI in accounting and prompt engineering

CFO Series: Minding the GAAP LIVE REPLAY

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Online

8.00 Credits

Member Price: $320

Module 1: Deciphering Balance Sheet Accounting Issues Typical accounting issues that impact the balance sheet Where are the 'hidden' issues in unrecorded liabilities Why and how most balance sheets are not correct - What are unrecorded assets and why do they matter? - Suggestions to improve balance sheets Identification of and resolution of balance sheet challenges and changes Communicating with your audience and stakeholders Module 2: Lease or Buy, Debt or Equity: The Financing Decision, Theory and Practice What is the cost of capital? How does the mix of debt versus equity affect the cost of capital? What is the right balance of debt to equity and why does it vary? Modigliani and Miller's Nobel prize-winning theory How do risks affect my choices? Risk aversion choices amongst providers of finance How will capital structure affect me in times of financial distress? Buying assets versus leasing them - what needs to be considered? Evaluating a lease versus buy decision and why so many get the analysis wrong Module 3: Dealing with Ever Changing Accounting Standards and Other Demands Understanding the modern finance and accounting organization chart GAAP accounting changes o Why so many changes o The speed of change and complexity o Accepting reality Recognizing and fixing the top five accounting problems and errors o Revenue o Leases o Management estimates Why is strategy necessary? o What is strategy? - The two keys to strategy o Balancing strategy with our day-to-day roles Module 4: SALT for CFOs: What You Don't Know and Should Know Why do local jurisdictions, e.g., states, need more tax revenue? The creative new methods to raise taxes o Including new taxes, rates, limits, exceptions, boundaries, etc. o Exporting the tax burden o Employee vs. independent contractors o Mobile workforce issues The myriad, novel schemes to tax o Fees and licensing matters Leading SALT software providers o Common implementation problems o States' expectations that technology makes compliance simple for the taxpayer o Do the costs of compliance outstrip the taxes due? Officer liability for taxes - it is a real thing! How variable is SALT taxation? o Examples of the differences o Entity classification considerations in the SALT equation o Variability by state and each county within each state The benefit/necessity of an annual review Risk reduction strategies

K2's Excel PivotTables for Accountants

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Online

8.00 Credits

Member Price: $320

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

K2's Artificial Intelligence For Accounting And Financial Professionals

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Online

4.00 Credits

Member Price: $175

Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting

K2's Ethics And Technology

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Online

4.00 Credits

Member Price: $175

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (NFF4)

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Online

4.00 Credits

Member Price: $175

Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

OSCPA's Two-Day Federal Tax Update - Oklahoma City

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Oklahoma City

16.00 Credits

Member Price: $540

The impact of TCJA and the latest tax developments for individuals 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 2024 & 2025

OSCPA's Two-Day Federal Tax Update - VIRTUAL

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Online

16.00 Credits

Member Price: $540

The impact of TCJA and the latest tax developments for individuals 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 2024 & 2025

How to Effectively Represent Clients Under IRS Audit (RCA2)

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Online

2.00 Credits

Member Price: $100

Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS's shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern

CFO Series: Minding the GAAP LIVE REPLAY

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Online

8.00 Credits

Member Price: $320

Module 1: Deciphering Balance Sheet Accounting Issues Typical accounting issues that impact the balance sheet Where are the 'hidden' issues in unrecorded liabilities Why and how most balance sheets are not correct - What are unrecorded assets and why do they matter? - Suggestions to improve balance sheets Identification of and resolution of balance sheet challenges and changes Communicating with your audience and stakeholders Module 2: Lease or Buy, Debt or Equity: The Financing Decision, Theory and Practice What is the cost of capital? How does the mix of debt versus equity affect the cost of capital? What is the right balance of debt to equity and why does it vary? Modigliani and Miller's Nobel prize-winning theory How do risks affect my choices? Risk aversion choices amongst providers of finance How will capital structure affect me in times of financial distress? Buying assets versus leasing them - what needs to be considered? Evaluating a lease versus buy decision and why so many get the analysis wrong Module 3: Dealing with Ever Changing Accounting Standards and Other Demands Understanding the modern finance and accounting organization chart GAAP accounting changes o Why so many changes o The speed of change and complexity o Accepting reality Recognizing and fixing the top five accounting problems and errors o Revenue o Leases o Management estimates Why is strategy necessary? o What is strategy? - The two keys to strategy o Balancing strategy with our day-to-day roles Module 4: SALT for CFOs: What You Don't Know and Should Know Why do local jurisdictions, e.g., states, need more tax revenue? The creative new methods to raise taxes o Including new taxes, rates, limits, exceptions, boundaries, etc. o Exporting the tax burden o Employee vs. independent contractors o Mobile workforce issues The myriad, novel schemes to tax o Fees and licensing matters Leading SALT software providers o Common implementation problems o States' expectations that technology makes compliance simple for the taxpayer o Do the costs of compliance outstrip the taxes due? Officer liability for taxes - it is a real thing! How variable is SALT taxation? o Examples of the differences o Entity classification considerations in the SALT equation o Variability by state and each county within each state The benefit/necessity of an annual review Risk reduction strategies

CFO Series: Leading and Reporting LIVE REPLAY

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Online

8.00 Credits

Member Price: $320

Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035

CFO Series: Leading and Reporting LIVE REPLAY

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Online

8.00 Credits

Member Price: $320

Module 1: Better Management Reporting: Clear + Simple = Great! Why do most managers not understand financial reports? o The mistakes users make and the mistakes the accountants make o Steps to take to correct the issues What do managers need from their reports? o The step-by-step process to build reports that provide vital information o How to learn what your users want o Alternative methods to present reports What systems and software could be helpful? Examples of great reports o What works and what does not work well? o Crafting a report to suit your audience The benefit of and necessity of an annual review Module 2: Changing Corporate Culture: Understanding Your Culture and How to Improve It The eight types of corporate cultures Determining which culture(s) exist in your organization How to introduce change in an acceptable way What are core values and why they are so important? What kind of culture(s) fits in the organization? Where do you need the culture to develop so the organization can thrive? Why people are so resistant to change What is the 'right' speed for change? How to grow your team into a better culture Module 3: Recognizing Lies: How to Detect and Prevent Lies abound o Why is it so difficult to call out a liar? o How lies devastate o Why do we despise lies? o What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies o Analyzing the cues o Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies Module 4: Reinventing the Modern CFO: Adapting and Advancing! Championing the role of innovation in the workplace Technology evangelists and change agents o What does it mean? o What is our role? The roles we take on and differences between the roles we are assigned How innovation and strategy matters Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035

Jan/Feb '25 Focus: Enhancing Efficiency for Accountants - Self-Study

Available Until

On Demand

1.00 Credits

Member Price: $25

Mar/Apr '25 Focus: How the Bad Guys are Using AI to Target Your CPA Firm and How You Can Protect Yourself - Self-Study

Available Until

On Demand

1.00 Credits

Member Price: $25

May/June'25 Focus: The Most Overlooked Issue in Estate Planing

Available Until

On Demand

1.00 Credits

Member Price: $25

Define and scope of estate planning Long-term care as a critical estate planning issue Challenges with Medicaid planning Methods to pay for long-term care