Event Search
Rebroadcast
AICPA%26apos;s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71209
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67133
- 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 Much Are Your Ethics Worth?
- Online
- Event Code: FFKGHMA2-66181
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: HAJHMTC2-67553
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
The Future of Audit: Technology, Talent %26 Transformation
- Online
- Event Code: CXLRFOA1-71489
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs%26apos; groundbreaking research report provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65136
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
- Online
- Event Code: BNK2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, ... More Info
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69652
- 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
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Incredible Leadership Transformations in Accounting – Ways to Improve Leadership and Communication
- Online
- Event Code: STAL-2027-01-WEBNR-8-01
- CPE Credits: 2
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it%26apos;s their job to inspire people to give their all. They may not be yelling directions from the sideline; ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-67517
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2027-01-WEBNR-8-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65256
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor%26apos;s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66735
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
Retaining Talent in a Competitive Marketplace
- Online
- Event Code: PEDPRTC4-70625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Personnel/Human Resources
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care AboutnnIn today%26apos;s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits matter to the employees you are trying to ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-65596
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69414
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice.nnWhat should you do when your client contacts you about their employee embezzling ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69838
- 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
The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals
- Online
- Event Code: IRU2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Independence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPA’s Independence Rule (1.200.001) and related interpretations issued by ... More Info
Rebroadcast
Risk Wrangling: Surviving the Modern Business Rodeo
- Online
- Event Code: HDCHRWS2-67695
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today%26apos;s enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69570
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does become ? CPAs ... More Info
Rebroadcast
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-64829
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course concisely explains the latest multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze ... More Info
Rebroadcast
Schedule K-1: What is it %26 What do I do with it?
- Online
- Event Code: HIMHSKW2-68075
- 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
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67550
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications