CPE Catalog & Events
OSCPA Sponsored Webcast: Planning Your Firm - FinCEN Filing Strategy - Presented by FincenFetch
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Online
1.00 Credits
Defining BOI Reports Market size and report pricing Client expectations of CPAs and firms Impact of offering reporting services
OSCPA's Financial Planning Series - Virtual
Multiple Events Between -
Up to 8.00 Credits
Member Price: $270
OSCPA's Financial Planning Series: Estate Planning and Business Structures - Virtual
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Online
2.00 Credits
Member Price: $80
OSCPA's Financial Planning Series: Integrating Medicare Planning into Financial Advisory Services - Virtual
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Online
2.00 Credits
Member Price: $80
Fraud Prevention
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Online
8.00 Credits
Member Price: $275
• The Fraud Triangle • A complete analysis of fraud prevention, detection and investigation • Fraud related interviewing techniques • The CPA's role as an expert witness • Careers in forensic accounting • The 13 financial reporting shenanigans • Use of financial statement analysis in fraud assessment
Accounting and Auditing Update for Not-for-Profits
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Online
8.00 Credits
Member Price: $275
• Not-for-profit accounting update • Revenue recognition in not-for-profits • FASB's lease standard • FASB update • Auditor's report and conforming changes • Auditing Standards Board update • Ethics update • Common audit deficiencies • SSARS and SSAE update • Governmental auditing update
OSCPA's Financial Planning Series: ERC, R&D, Section 174 & Energy Tax Credits: Compliance & Planning Considerations - Virtual
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Online
2.00 Credits
Member Price: $80
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
4.00 Credits
Member Price: $145
• AICPA's Enhancing Audit Quality initiative • Recent revisions to Quality Management standards • Feedback from peer reviews, including areas driving deficiencies in audit • Elements of an effective risk assessment and how to link to audit procedures performed • Understanding internal controls and making the decision whether or not to test them • Best practices in documentation
Audit Documentation Requirements
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Online
2.00 Credits
Member Price: $89
• Proper documentation as a means of audit quality • Factors impacting the nature and extent of documentation • Illustrative workpapers and exercises • Use of practice aids and other mechanisms as means of audit documentation • Checklist for self-review of workpapers
Guide to the AICPA Quality Management Standards
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Online
2.00 Credits
Member Price: $89
• Quality management standards • SSARS No. 26 • SAS 146 • Risk assessment and risk-based approaches to quality management • Audit engagement leadership • Managing technology and the use of external service providers
Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Member Price: $145
• The key requirements, options, and best practices seen in each of the basic financial statements • Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them • How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
The Most Critical Challenges in Not-for-Profit Accounting Today
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Online
4.00 Credits
Member Price: $145
• Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets • Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.) • Additional issues in not-for-profit financial reporting
Maximizing Your Social Security Benefits
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Online
4.00 Credits
Member Price: $145
• Retirement benefits: What the amount of benefits is in various circumstances • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? • Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 • Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children • Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $89
• Eligibility for Medicare • How to apply for Medicare • Introduction to Parts A, B, C, and D of Medicare • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries • Late enrollment penalties • Medicare Advantage in lieu of original Medicare • The Affordable Care Act's impact on Medicare • Current and late breaking legislative and regulatory developments
Securing a Comfortable Retirement in the Age of Spending - VIRTUAL
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Online
8.00 Credits
Member Price: $275
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 a residence and other real estate as retirement assets through equity and rent Using a small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool: employer retirement, savings, and Social Security Planning with the new retirement provisions of SECURE Act 2.0 Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $89
• 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!
Presentation Skills for Success
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Online
8.00 Credits
Member Price: $275
Audience Assessment • Audience profile • Five questions to answer before preparing your presentation Message and Media • What does the audience need to know? • What is the best way to convey that message? How to Get Your Points Across • Identify your normal presentation style • Deal with "Presentation Anxiety" • Sell your ideas using four critical elements Q&A Sessions • Anticipate questions • Field questions • Handle disruptive behaviors
Level I: Basic Staff Training
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Online
16.00 Credits
Member Price: $540
Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts