Past Presentations

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2020 Presentations

120920 Presentation - Creating a Positive Ethical Culture

12/02/20 CPE Online Presentation - 2020 Year End Planning

11/18/20 Presentation - IRS 8300 Cash Payments Over $10.000

111220 CPE Online - Managing Credit Risk In Commercial Accounts Receivable

10/21/20 Estate Planning After Divorce

10/21/20 Estate Planning After Divorce "What's Mine is Mine

09/30/20 Employment Law Update

09/17/20 Coronavirus &Remote Work: What You Need To Know

September 2, 2020 - Interest Rate Hedging Basics

August 20, 2020 Current Expected Credit Losses (CECL) Model

July 31, 2020 Surviving a Sales & Use Tax Audit...

June 25, 2020 Retirement Plan Updates - Part 1 - CARES Act & ERISA Litigation

June 19, 2020 11am Promoting Professional Ethics

May 22, 2020 - 12pm Repubs & Dems DisagreeOver Taxes

March 12, 2020 - 12pm 2019 US & Oklahoma Economic Outlook

2019 Presentations

November 21 2019 - 12pm Constructing an Ethical Compass

November 20 2019 - 3pm Using Data Analytics to Understand Accounting Risks

November 13, 2019 - 1pm Medicaid Planning - Protecting Elder Assets

November 13 2019 - 1pm Federal Taxation of Medical Marijuana

November 6, 2019 - 3pm Tax Planning For Trusts

November 6, 2019 - 3pm Modifying Irrevocable Trusts

November 6, 2019 - 1pm Oklahoma Tax Issues

November 6, 2019 - 1pm Qualified Opportunity Zones

October 30, 2019 - 3pm Cyber Security Best Practices

October 30, 2019 - 3pm Cyber Crime

October 23, 2019 - 1pm OK Sales & Use Taxes 101

October 23, 2019 - 3pm Ethical Values - A Personal & Professional Obligation

September 20, 2019 - 11am Ethics Online (and Off)

August 15, 2019 - 12pm OK Equal Opportunity Scholarhship Act-State Tax Credit

August 15, 2019 - 12pm One Weak Password Can Wreck Your Company