Event Search
Rebroadcast
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide
- Online
- Event Code: GTR2-2027-01-WEBNR-97-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Although federal transfer taxes affect a relatively small portion of estates, practitioners will still encounter clients whose lifetime transfers trigger reporting obligations and planning opportunities. Properly preparing and submitting a federal gift tax return requires understanding when filing is required, how gifts are characterized, and how lifetime transfers interact with ... More Info
Rebroadcast
Progressive Discipline and Termination
- Online
- Event Code: PDAT-2027-01-WEBNR-97-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63772
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions.nnWe believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. nnThe reality is, despite women ... More Info
Rebroadcast
Integrated Planning, Forecasting, and Budgeting for Organizational Success
- Online
- Event Code: PLF4-2027-01-WEBNR-97-01
- CPE Credits: 4
- Fields of Study: CPE - Management Services
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65254
- 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
You’ve Got This: An Introduction to Yellow Book and Single Audits
- Online
- Event Code: YGT4-2027-01-WEBNR-97-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing (Governmental)
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You’ll learn the essentials of performing Yellow Book and ... More Info
Rebroadcast
Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
- Online
- Event Code: FRS2-2027-01-WEBNR-97-01
- 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%26apos;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
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-69622
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Rebroadcast
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHGGD2-67373
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of ... More Info
Rebroadcast
Improving Your Profits: Identifying Cost Cutting Opportunities
- Online
- Event Code: IYP2-2027-01-WEBNR-97-01
- CPE Credits: 2
- Fields of Study: CPE - Management Services
Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68770
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of %26apos;Reasonable Compensation for S Corp%26apos;s out of the shadows and placed it forefront as a priority issue for CPA%26apos;s, EA%26apos;s, Tax and ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-66910
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Ethics: How to Run Your Business Well
- Online
- Event Code: EGBWHRB2-65698
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you%26apos;ll discover ... More Info
Rebroadcast
Ethics: How to Run Your Business Well
- Online
- Event Code: EGBWHRB2-65698
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-64209
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
In today%26apos;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
Accounting for and Auditing Cryptocurrency %26 Digital Assets
- Online
- Event Code: ESJLAAC2-65850
- 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
Self-Rental Real Estate: Passive Activity %26 Section 199A
- Online
- Event Code: FTSSRRP2-65983
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71924
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Developments in the Management Commentary and MD%26AnnNarrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD%26A under SEC ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71060
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-69592
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72090
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: TAKEUCI8-63410
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
Common Deficiencies in SSARS Engagements
- Online
- Event Code: GAJVCDS4-72705
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-68158
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70675
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term (AI) has become mainstream and while most have a layperson%26apos;s understanding of AI, few know the depth and breadth of this technology%26apos;s capability. AI is affecting just about everything in business and in people%26apos;s personal lives. The operation of an internal control system is also changing because of ... More Info