Event Search
Rebroadcast
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71277
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69847
- 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
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
- Online
- Event Code: ACE3-2027-01-WEBNR-106-01
- CPE Credits: 3
- Fields of Study: CPE - Taxes
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-73290
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: CHCHFMA2-65216
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63524
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2027-01-WEBNR-106-01
- 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
Implementing and Maintaining an Internal Control System
- Online
- Event Code: TAKEICS8-64223
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of ... More Info
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO %26 DOL
- Online
- Event Code: GAMGIFA4-72859
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies.nnParticipants will review independence requirements issued by the AICPA, Government ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67079
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
The AICPA Independence Rule: An Introduction for Audit, Assurance, and Attestation Professionals
- Online
- Event Code: IRL2-2027-01-WEBNR-106-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Independence is the foundation of credible audit, assurance, and attestation reporting. This course introduces the AICPA independence rule for early-career professionals and others new to attest work. Participants will learn what independence means, how financial interests and relationships can threaten independence, and which safeguards can reduce those threats. Upon completion, ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-64065
- 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
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70148
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-63853
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, . This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you%26apos;re a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course ... More Info
Rebroadcast
How to Audit Accounting Estimates
- Online
- Event Code: GAJVHAE2-72426
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-65484
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical is ready for any dilemma. This course incorporates ideas from leading ethical authors ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71716
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured.nIn this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor.nParticipants will examine how to define context, introduce ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70519
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-65614
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you%26apos;re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-67883
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2027-01-WEBNR-106-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69127
- 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
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64767
- 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
Generative AI Strategy for Accountants
- Online
- Event Code: GWGAISA2-66969
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
Exploring Business Valuation Fundamentals
- Online
- Event Code: BVF2-2027-01-WEBNR-106-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info