Event Search
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64551
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.nnThis event ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-63878
- 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
S Corporations: Comprehensive walk through of Form 1120S
- Online
- Event Code: HIMHSCC8-67771
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of ... More Info
Rebroadcast
S Corporations: Comprehensive walk through of Form 1120S
- Online
- Event Code: HIMHSCC8-67771
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of ... More Info
Rebroadcast
Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know
- Online
- Event Code: SSB2-2026-01-WEBNR-362-01
- CPE Credits: 2
Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today’s business environment is fundamentally different than it was even a few years ago. Entrepreneurs must navigate rapid technological change, artificial intelligence, shifting workforce expectations, evolving ... More Info
Rebroadcast
Top Individual Tax Planning Strategies
- Online
- Event Code: ITPS-2026-01-WEBNR-362-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
Viewing A%26A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69935
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional ... More Info
Rebroadcast
Monthly Federal Tax Updates – December 2026
- Online
- Event Code: AMAM1226-71028
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69238
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69113
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64449
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI%26apos;s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64449
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI’s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72584
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.nnThe course also addresses ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-64034
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Guide and Update to Compilations, Reviews, and Preparations
- Online
- Event Code: CRU4-2026-01-WEBNR-362-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency %26 Digital Assets
- Online
- Event Code: ESJLAAC2-65832
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.nnThis event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-362-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Whether you%26apos;re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-69019
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66664
- 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, %26 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
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: SPMB-2026-01-WEBNR-362-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the ... More Info
Rebroadcast
Surgent%26apos;s Federal Tax Update
- Online
- Event Code: BFT4-2026-01-WEBNR-362-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-65666
- 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
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-65666
- 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
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71382
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-68324
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting ... More Info