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WF001626: Don Farmer’s Difficult Tax Forms
- Online
- Event Code: WF001626
- External ID: WF001626
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual tax compliance. Participants will examine selected forms that present heightened technical complexity, increased documentation requirements, or significant penalty exposure. Emphasis is placed on reporting mechanics, computational challenges, and common compliance ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67448
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
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Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69658
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65299
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-64914
- 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
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-364-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63363
- 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.nnThis event may be a rebroadcast of a live event and the instructor will ... More Info
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Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70188
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-65470
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
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S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66331
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
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Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-64323
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Applying ASC 820: The Basics of Fair Value Accounting
- Online
- Event Code: FRV4-2026-01-WEBNR-364-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting
Fair value provides a realistic, market-based measure of an entity’s assets and liabilities giving investors and managers a current view of an entity’s financial health. Now is the time to understand when fair value is used as well as how fair value is determined. In this course, we will review ... More Info
Rebroadcast
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69895
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69840
- 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
Home Office Rules
- Online
- Event Code: HOF2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on ... More Info
Rebroadcast
Performing an Effective Audit Risk Assessment
- Online
- Event Code: RAC4-2026-01-WEBNR-364-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Recent feedback from the AICPA has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. SAS 145, the 2023 amendment to AU-C 315, makes significant changes to the extant risk assessment standard and certain changes to ... More Info
Rebroadcast
Understanding Corporate Taxation: Formation and Shareholder Compensation
- Online
- Event Code: CTF2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a new business is formed, there are a lot of questions. What is the most tax-advantageous way to structure the entity? What issues do we need to be aware of? How should owners pay themselves? For corporations, these questions are even tougher since they are regulated so heavily. In ... More Info
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70423
- 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
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New Jersey Law and Ethics
- Online
- Event Code: ETNJ-2026-01-WEBNR-364-01
- CPE Credits: 4
- Fields of Study: CPE - Regulatory Ethics
Professional conduct and ethical behavior are really the backbone of the entire accounting and auditing profession. These components form the foundation upon which our creditability with the general public is built, without which, there is no profession. Whether you are a practitioner in public accounting or business and industry, you ... More Info
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-65344
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
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Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65194
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
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Maximizing Health Savings Accounts for Retirement Planning
- Online
- Event Code: MHS2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume ... More Info
Rebroadcast
Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
- Online
- Event Code: OPZ2-2026-01-WEBNR-364-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This two-hour program examines the new federal opportunity zone regime applicable to qualified opportunity zone (QOZ) investments made beginning in 2027, with particular emphasis on the tax planning, structuring, and compliance issues affecting taxpayers and their advisors. Designed for attorneys, accountants, financial advisors, and other tax professionals, the course explores ... More Info
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What%26apos;s Changing in A%26A for Governmental Entities (2026/27)
- Online
- Event Code: GA26WCA4-72534
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience.nnParticipants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, ... More Info
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Making Effective Decisions When You Can%26apos;t Get What You Want
- Online
- Event Code: HDCHMED2-70050
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details ... More Info