Event Search
Rebroadcast
Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
- Online
- Event Code: FRS2-2027-01-WEBNR-28-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it’s crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will ... More Info
Rebroadcast
Guide to Partner Capital Account Reporting
- Online
- Event Code: CPMB-2027-01-WEBNR-28-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2027-01-WEBNR-28-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Live Webcast
WF001826: Don Farmer’s IRS Notices Every Tax Pro Should Recognize & How to Respond
- Online
- Event Code: WF001826
- External ID: WF001826
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-65016
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-73326
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: “My S Corp client didn’t take reasonable compensation last year. Now what?” Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-63152
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: REXE-2027-01-WEBNR-28-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitutes self-employment income and income earned. It covers strategies that can be used to reduce clients’ exposure to the self-employment ... More Info
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-73507
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66279
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
Planes, Yachts & Automobiles: Listed Property Under IRC 280F
- Online
- Event Code: BEVBPYA2-74186
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Is that business jet, RV, yacht or luxury automobile really deductible? This course tackles the tricky terrain of listed property depreciation, helping tax professionals navigate IRC 280F with confidence and clarity. Whether your client is flying high, cruising the coast, or hitting the highway, this session will help you determine ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65460
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Identify Leadership Gaps Before Busy Season
- Online
- Event Code: ADDSILG1-74480
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Leaders in CPA firms often spend time on work that sits below their highest and best use: meetings they do not need to attend, work delegated upward by their teams, client scope creep, administrative tasks, and avoided accountability conversations. Survey data cited in the course indicates that most leaders say ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65964
- 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: FTSDTIR1-65964
- 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
Annual FASB Update and Review
- Online
- Event Code: FUR4-2027-01-WEBNR-29-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65752
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
- Online
- Event Code: 1041-2027-01-WEBNR-29-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page ... More Info
Rebroadcast
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-66475
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70424
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-67898
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will ... More Info
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-63094
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
Tax Season and OBBBA Update for Business with Steve Dilley
- Online
- Event Code: FTOTSUB4-74069
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA and other recent business tax developments. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications ... More Info
Rebroadcast
Tax Season and OBBBA Update for Business with Steve Dilley
- Online
- Event Code: FTOTSUB4-74069
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA and other recent business tax developments. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications ... More Info
Rebroadcast
Tax Season and OBBBA Update for Business with Steve Dilley
- Online
- Event Code: FTOTSUB4-74069
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA and other recent business tax developments. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications ... More Info