Event Search
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67253
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66322
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-65406
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63746
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer “Ethics Based Leadership for Women,” a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71595
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Surgent’s Capital Assets: Basis and Taxation for Financial Professionals
- Online
- Event Code: CAB2-2026-01-WEBNR-236-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types ... More Info
Rebroadcast
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2026-01-WEBNR-236-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Clients often ask accounting and finance professionals whether they have the “best” pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
Surgent’s Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: C230-2026-01-WEBNR-236-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Enrolled Agent
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65362
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69225
- 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
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68404
- Fields of Study: CPE - Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of ... More Info
Rebroadcast
Surgent’s Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
- Online
- Event Code: CYR2-2026-01-WEBNR-236-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69728
- 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
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65158
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: SCJEEEW2-70683
- Fields of Study: CPE - Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-67332
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-65068
- Fields of Study: CPE - Taxes
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause”. This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: GWAILLA2-66936
- Fields of Study: CPE - Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71629
- Fields of Study: CPE - Business Management & Organization
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to “precision hiring” as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most ... More Info
Community and Connections
SN000926: Tax Efficient Portfolio Strategies
- Online
- Event Code: SN000926
Taxes are one of the biggest obstacles to long-term wealth accumulation, and they remain a top concern for the advisor community. Join NCACPA’s Financial Planning Network and Mark Gochnour, CPA, CFA on Tuesday, August 25 from 12:00 – 1:00 pm via Zoom for a (non-CPE) event exploring how innovation in ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71215
- 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
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66207
- Fields of Study: CPE - Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65115
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’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
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69396
- 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. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Surgent’s Annual Accounting and Auditing Update
- Online
- Event Code: ACAU-2026-01-WEBNR-237-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board ... More Info