Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-56013
- External ID: WRX312725
- CPE Credits: 2
- Legacy Level: Overview
- 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
Ethical Considerations for CPAs
- Online
- Event Code: ECCP-2026-01-WEBNR-26-01
- External ID: WRS186225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Rebroadcast
Technology Trends Update for CPAs with John Higgins
- Online
- Event Code: HAJHTTU4-59637
- External ID: WRX312825
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will ... More Info
Rebroadcast
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- Online
- Event Code: PTE2-2026-01-WEBNR-26-01
- External ID: WRS186125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 ... More Info
Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: GLRGNLA2-55488
- External ID: WRX312925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will ... More Info
Rebroadcast
Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
- Online
- Event Code: USS4-2026-01-WEBNR-26-01
- External ID: WRS139825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-56829
- External ID: WRX313025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-61017
- External ID: WRX510325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
Rebroadcast
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: TDDREPM4-57302
- External ID: WRX313125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results ... More Info
Rebroadcast
Guide Strategy, Attract Investments with Financial Forecasts
- Online
- Event Code: EKEKGSA2-58278
- External ID: WRX313225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Financial statement forecasting is essential for predicting a company’s future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. – Forecasting Process: This involves projecting future income, ... More Info
Rebroadcast
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: GWICIKW2-55901
- External ID: WRX313325
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-52103
- External ID: WRX313425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-53969
- External ID: WRX313525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
CPA to CFO
- Online
- Event Code: CPALCTC1-53267
- External ID: WRX313625
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax ... More Info
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: ESJLADI2-54233
- External ID: WRX313725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-53857
- External ID: WRX313925
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our specialized course, Create Measures in Power BI that Define Your Metrics. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
S Corporations: Comprehensive walk through of Form 1120S
- Online
- Event Code: HIMHSCC8-56259
- External ID: WRX313825
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: BFT4-2026-01-WEBNR-27-01
- External ID: WRS186325
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: IFCP-2026-01-WEBNR-27-01
- External ID: WRS186425
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-52919
- External ID: WRX314025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Cryptocurrency 15 Years Later – A Market Update
- Online
- Event Code: HAJHCYL1-55938
- External ID: WRX314125
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. This event ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-59759
- External ID: WRX314325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Stock vs. Asset Acquisitions of C Corporations
- Online
- Event Code: SVAS-2026-01-WEBNR-27-01
- External ID: WRS186525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-61173
- External ID: WRX510525
- 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’s Going on at the FASB (2025)
- Online
- Event Code: GA25FSB2-54875
- External ID: WRX314425
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Accounting
Although the pace of FASB’s standard-setting has slowed, the changes that have been issued can significantly impact organizations across sectors. This course begins with an overview of the standards effective in 2025 for public, private, and nonprofit organizations. We’ll then explore what’s coming down the pike. Equip yourself with the ... More Info