CPE Catalog & Events
The One Big Beautiful Bill Act (OBBBA): What You Need To Know
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Online
4.00 Credits
Member Price: $175
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA
Surgent's S Corporation, Partnership, and LLC Tax Update (BCP4)
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Online
4.00 Credits
Member Price: $175
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent,new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Guidance on the impact of recent legislation on S corporations and partnership entities A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liabilitycompanies, and limited liability partnerships
OSCPA's 2025 Federal Tax Update - Oklahoma City
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Oklahoma City
8.00 Credits
Member Price: $430
The impact of TCJA 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 2024 & 2025
OSCPA's 2025 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $430
The impact of TCJA 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 2024 & 2025
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
The New Workforce - New Data, New Ideas, Aging Baby Boomers
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Online
4.00 Credits
Member Price: $175
Updated review of the interaction of the generations New data on the common values held by multiple generations that may surprise you Practical advice on the motivation and management techniques that work in today's economy
K2's Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $175
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Key Partnership and S Corporation Tax Planning Strategies (BTS4)
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Online
4.00 Credits
Member Price: $175
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
K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $175
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
The Essential Multistate Tax Update (MST4)
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Online
4.00 Credits
Member Price: $175
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: 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) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
K2's Technology Update
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Online
4.00 Credits
Member Price: $175
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
Simply Auditing Not-for-Profits Efficiently (SAN4)
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Online
4.00 Credits
Member Price: $175
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
Social Security: Dispelling Common Myths with Essential Truths (SMT2)
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Online
2.00 Credits
Member Price: $100
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? and more!
K2's Microsoft Teams
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Online
4.00 Credits
Member Price: $175
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Applying the Yellow Book to a Financial Statement Audit (QUA4)
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Online
4.00 Credits
Member Price: $175
Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
Don Farmer's ChatGPT: A Quick Guide to NexGen Tax Research - VIRTUAL
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Online
2.00 Credits
Member Price: $79
Integrating artificial intelligence with traditional tax research tools. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Increasing accuracy of answers using "verification" tools. Increasing speed of research using "toehold" strategies.
K2's Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $175
Understanding today's cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Business Valuation Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $499
Surgent's Individual Income Tax Update (BIT4)
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Online
4.00 Credits
Member Price: $175
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates,retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas