Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-53880
- External ID: WRX427325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both inside and outside basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Creating an Ethical Work Environment
- Online
- Event Code: GLRGCEW2-55199
- External ID: WRX427525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-53727
- External ID: WRX427625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ... More Info
Rebroadcast
Unconscious Bias in the Workplace
- Online
- Event Code: CUBE-2026-01-WEBNR-90-01
- External ID: WRS219325
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Personnel/Human Resources
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors — often without conscious awareness. The ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-58558
- External ID: WRX427725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-54889
- External ID: WRX427825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
CPAxPACK: Combatting Fraud: Master Prevention and Detection
- Online
- Event Code: SUCFMP08-57099
- External ID: WRX428725
- CPE Credits: 8
- Legacy Level: Basic
*** This CPAx Pack includes three individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule ... More Info
Rebroadcast
CPAxPACK: The Ultimate IRS Guide: Forms and Collections
- Online
- Event Code: SUUIDF08-57196
- External ID: WRX428825
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule ... More Info
Rebroadcast
Generative AI and Cybersecurity: Opportunities and Threats
- Online
- Event Code: CYG2-2026-01-WEBNR-91-01
- External ID: WRS219425
- 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.
Rebroadcast
Tax Season Update for Individuals with Steve Dilley
- Online
- Event Code: FTSTSUI4-57772
- External ID: WRX428525
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Understanding the New Forms K-2 and K-3
- Online
- Event Code: AMAMNFK2-53059
- External ID: WRX531825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners’ income, deductions, and credits from ... More Info
Rebroadcast
Walter Haig’s Personal Financial Health Checkup
- Online
- Event Code: WHPERHC8-58948
- External ID: WRX428925
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-60883
- External ID: WRX532125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-61175
- External ID: WRX531925
- 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
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-54317
- External ID: WRX429325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-59738
- External ID: WRX429225
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering ... More Info
Rebroadcast
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: GVSFTIN1-55391
- External ID: WRX429425
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving ... More Info
Rebroadcast
Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: TAM2-2026-01-WEBNR-91-01
- External ID: WRS219625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-57908
- External ID: WRX429525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
Ethics of AI: A CPA’s Guide
- Online
- Event Code: HAJHAIC2-57694
- External ID: WRX532225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-53469
- External ID: WRX429725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-57800
- External ID: WRX429825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: GWCGAPM2-55551
- External ID: WRX429925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: EGBWGRC2-54189
- External ID: WRX430025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How well do you accept criticism? How might it enrich your business – and you – if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It’s even better to welcome criticism. It’s also ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-54085
- External ID: WRX430125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info