Event Search
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-68003
- 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
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: GLRGEAM2-64277
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: ESJLSAS4-66107
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may ... More Info
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: PITR-2026-01-WEBNR-306-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Smarter Tax Services with Artificial Intelligence (AI) Tools
- Online
- Event Code: HAAISTS2-67267
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate ... More Info
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: TFBC-2026-01-WEBNR-306-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-306-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: CSSB-2026-01-WEBNR-306-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66599
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-64309
- 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
Marijuana: A Generalized Business Viewpoint
- Online
- Event Code: MRJN-2026-01-WEBNR-306-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-66986
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course offers an in-depth exploration of the \ capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67453
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-66464
- 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67395
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: EFTP-2026-01-WEBNR-306-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Introduction to Forensic Accounting
- Online
- Event Code: ITFA-2026-01-WEBNR-306-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical ... More Info
Rebroadcast
Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2026-01-WEBNR-306-01
- 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
Taxation of Tips and Overtime Under OBBBA
- Online
- Event Code: TTO2-2026-01-WEBNR-306-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients ... More Info
Rebroadcast
Data Security: Best Practices to Protect Your Business and Yourself
- Online
- Event Code: DTS1-2026-01-WEBNR-306-01
- CPE Credits: 1
- Fields of Study: CPE - Information Technology
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered ... More Info
Live Webcast
WLS01126: How to Settle a Client’s Estate
- Online
- Event Code: WLS01126
- External ID: WLS01126
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. ... More Info
Rebroadcast
AICPA's New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71219
- 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
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71266
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63108
- 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
The Ethic of Recruitment and Selection
- Online
- Event Code: GLRGERS2-63862
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info