Rebroadcast
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: HAJHMMC2-55951
- External ID: WRX310925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-54239
- External ID: WRX311025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-55881
- External ID: WRX311125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-54708
- External ID: WRX311225
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
A&A Update for Nonprofits and Single Audit (2025)
- Online
- Event Code: ESJLAAN8-54271
- External ID: WRX311425
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of ... More Info
Rebroadcast
Assessing the Risk of Fraud in a Financial Statement Audit
- Online
- Event Code: ARF8-2026-01-WEBNR-26-01
- External ID: WRS139225
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor did not identify it. The auditor’s responsibility in a financial statement audit is to ... More Info
Rebroadcast
Emotional Intelligence
- Online
- Event Code: EMIN-2026-01-WEBNR-26-01
- External ID: WRS139325
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Recent research shows that emotional intelligence is twice as important as IQ in the development of business leaders. But what’s the difference between emotional intelligence (EI) and manipulation? This course is designed to help you understand how EI is linked to leadership success. You’ll learn how to assess your own ... More Info
Rebroadcast
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-60949
- External ID: WRX510025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Servant Leadership 101
- Online
- Event Code: MIJBSLE1-56598
- External ID: WRX311525
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The War for Talent is bad, and it’s getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: GA25WCA4-55047
- External ID: WRX311325
- CPE Credits: 4
- Legacy Level: Update
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info
Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-55920
- External ID: WRX311725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-55295
- External ID: WRX311625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course concisely explains the latest see, hear, speak 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 ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-59661
- External ID: WRX311825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
Hiring New Workers and Payroll Taxes
- Online
- Event Code: WPT2-2026-01-WEBNR-26-01
- External ID: WRS139525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-57902
- External ID: WRX311925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
What Tax Practitioners Need to Know About Medicare
- Online
- Event Code: MEDC-2026-01-WEBNR-26-01
- External ID: WRS139425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients ... More Info
Rebroadcast
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: GLRGSMC2-58518
- External ID: WRX312025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle’s virtue ethics and its application to the responsibility and privilege of ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-61031
- External ID: WRX510125
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Monthly Federal Tax Updates – January 2026
- Online
- Event Code: AMAM0126-52871
- External ID: WRX312125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-59874
- External ID: WRX312225
- 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
Navigating IRS Collections: Overview of Form 433 & OIC
- Online
- Event Code: HIMHOIC2-56246
- External ID: WRX312325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently ... More Info
Rebroadcast
Determining Reasonable Compensation for Owner Employees
- Online
- Event Code: CBRSDEE1-57597
- External ID: WRX312525
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Specialized Knowledge
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in ... More Info
Rebroadcast
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-57682
- External ID: WRX312425
- 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
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-56224
- External ID: WRX312625
- 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
Basis Shifting: Final Regulations
- Online
- Event Code: BSR4-2026-01-WEBNR-26-01
- External ID: WRS139625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
The Internal Revenue Service has targeted complex partnerships it believes are not in compliance with the tax law for audit. One of the abuses the IRS has attacked is transfers of interests in partnerships which result in an increase in the basis of a partner who is subject to a ... More Info