Event Search
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-67887
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info
Rebroadcast
Monthly Federal Tax Updates – February 2027
- Online
- Event Code: AMAM0227-71118
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72640
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
- Yellowbook
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we ... More Info
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70136
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-66159
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical \ is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-64712
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, \ . This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69841
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Introduction to Ethics & Professional Skepticism
- Online
- Event Code: GAJVIEP2-72747
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66437
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66437
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Beyond the Numbers: Success Strategies for Female CPAs
- Online
- Event Code: WBTWBNS2-64770
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you’ve demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63405
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: EGBWCQH2-65651
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72187
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: PITR-2027-01-WEBNR-32-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2027-01-WEBNR-32-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67066
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info
Rebroadcast
Generative AI and Cybersecurity: Opportunities and Threats
- Online
- Event Code: CYG2-2027-01-WEBNR-32-01
- CPE Credits: 2
- 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.
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64455
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, \ This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power BI features like Power ... More Info
Rebroadcast
Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
- Online
- Event Code: EHR2-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Recruiting talent in today’s ultra-competitive market is extremely tough. Just simply out paying your competition usually isn’t an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn’t. We need to know where ... More Info
Rebroadcast
Top Business Tax Planning Strategies
- Online
- Event Code: BTPS-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-66823
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
\ To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63378
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67473
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley ... More Info
Rebroadcast
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72110
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard ... More Info