Event Search
Live Webcast
WLS02326: Surgent’s Individual Income Tax Update
- Online
- Event Code: WLS02326
- External ID: WLS02326
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and thecorresponding or responsive planning opportunities available to your clients. You will come away from the course ready toeducate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continuallyupdated ... More Info
Rebroadcast
WE002526: 2026 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002526
- External ID: WE002526
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
In-Person Conference
CONSYM26: 87th Annual Symposium
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONSYM26
- External ID: CONSYM26
- CPE Credits: 24
- Legacy Level: Update
- Fields of Study: CPE, CPE - Accounting, CPE - Behavioral Ethics, CPE - Business Management & Organization, CPE - Economics, CPE - Information Technology, CPE - Personal Development, CPE - Regulatory Ethics, CPE - Specialized Knowledge, CPE - Taxes
Join us for the 87th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Virtual Conference
WCNSYM26: 87th Annual Symposium (Virtual)
- Online
- Event Code: WCNSYM26
- External ID: WCNSYM26
- CPE Credits: 24
- Legacy Level: Update
- Fields of Study: CPE, CPE - Accounting, CPE - Behavioral Ethics, CPE - Business Management & Organization, CPE - Economics, CPE - Information Technology, CPE - Personal Development, CPE - Regulatory Ethics, CPE - Specialized Knowledge, CPE - Taxes
Join us for the 87th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Live Webcast
WLS02426: Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
- Online
- Event Code: WLS02426
- External ID: WLS02426
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its ... More Info
Live Webcast
WLS02526: Simply Auditing Not-For-Profits Efficiently (SAN4)
- Online
- Event Code: WLS02526
- External ID: WLS02526
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
Auditing not-for-profits isn’t the same as auditing for-profits, so why treat them alike? This course gives you the tools to recognize what makes not-for-profits unique and shows you how to incorporate those differences into your audit approach. With practical insights and 20 focused exercises, you’ll learn how to plan and ... More Info
Live Webcast
WLS02626: Review and Analysis of Crucial OBBBA Changes (COB2)
- Online
- Event Code: WLS02626
- External ID: WLS02626
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Live Webcast
WLS02726: The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2)
- Online
- Event Code: WLS02726
- External ID: WLS02726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Live Webcast
WL001526: The CFO Series—Preparing for Trouble
- Online
- Event Code: WL001526
- External ID: WL001526
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, ... More Info
Rebroadcast
WR000626: NC Corporate Income & Franchise Tax Basics
- Online
- Event Code: WR000626
- External ID: WR000626
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The course provides participants with a basic understanding of the issues and complexities of the NC Corporate Income and Franchise Tax.
Live Webcast
WL001726: Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: WL001726
- External ID: WL001726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations on substantially underutilizing the capabilities of Teams. This course provides a review ... More Info
Rebroadcast
WE002626: 2026 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002626
- External ID: WE002626
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Live Webcast
WLS02826: Critical Issues That CPAs in Industry Will Need to Face This Year
- Online
- Event Code: WLS02826
- External ID: WLS02826
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Taxes
In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.
Live Webcast
WL001826: ChatGPT Deep-Dive Hands-on Bootcamp for CPA’s
- Online
- Event Code: WL001826
- External ID: WL001826
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review ... More Info
Live Webcast
WL001926: Microsoft 365 for CPA’s: Unlocking Hidden Productivity Tools
- Online
- Event Code: WL001926
- External ID: WL001926
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems of apps to maximize your productivity and produce better outputs. Through a series of practical case ... More Info
Live Webcast
WL002026: Technology Trends for CPAs and CFOs: 2026 Update
- Online
- Event Code: WL002026
- External ID: WL002026
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting ... More Info
Rebroadcast
WE002726: NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE002726
- External ID: WE002726
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics, CPE - Regulatory Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Live Webcast
WLS02926: Maximizing Your Social Security Benefits
- Online
- Event Code: WLS02926
- External ID: WLS02926
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning professionals with both the background information on the Social Security system ... More Info
Live Webcast
WLS03026: Securing a Comfortable Retirement
- Online
- Event Code: WLS03026
- External ID: WLS03026
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
In-Person Conference
CONTAX26: NC Tax Forum
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONTAX26
- External ID: CONTAX26
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE, CPE - Taxes
To best serve clients in the state of North Carolina requires staying ahead of the dynamic and changing environment of tax reform. This conference covers the most critical topics in North Carolina state and local taxation, as well as updated information on new tax laws.)
Virtual Conference
WCNTAX26: NC Tax Forum (Virtual)
- Online
- Event Code: WCNTAX26
- External ID: WCNTAX26
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE, CPE - Taxes
To best serve clients in the state of North Carolina requires staying ahead of the dynamic and changing environment of tax reform. This conference covers the most critical topics in North Carolina state and local taxation, as well as updated information on new tax laws.)
Seminar/Workshop
F0000126: Federal Tax Update
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: F0000126
- External ID: F0000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed. In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that ... More Info
Live Webcast
WF000126: Federal Tax Update
- Online
- Event Code: WF000126
- External ID: WF000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed. In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that ... More Info
Live Webcast
WLS03226: Generative AI and Cybersecurity: Opportunities and Threats (CYG2)
- Online
- Event Code: WLS03226
- External ID: WLS03226
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.
Live Webcast
WL002126: Google Gemini Deep Dive Hands-On Bootcamp for CPAs
- Online
- Event Code: WL002126
- External ID: WL002126
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive ... More Info