Rebroadcast
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2026-01-WEBNR-78-01
- External ID: WRS215225
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program ... More Info
Rebroadcast
Keeping Up with the FASB
- Online
- Event Code: CHCHKUF2-53210
- External ID: WRX408325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course will explore significant elements of the FASB’s technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: MOC2-2026-01-WEBNR-78-01
- External ID: WRS215325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: TAC2-2026-01-WEBNR-78-01
- External ID: WRS215525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss ... More Info
Rebroadcast
Virtual Currency: Keeping Up with the Tax Code
- Online
- Event Code: VCR2-2026-01-WEBNR-78-01
- External ID: WRS215425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-58262
- External ID: WRX408425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-60820
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: GWICIKW2-55909
- External ID: WRX408525
- 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
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-78-01
- External ID: WRS215625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-57657
- External ID: WRX408725
- CPE Credits: 2
- Legacy Level: Basic
- 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
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-54802
- External ID: WRX408625
- 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: AMAMDCA2-53050
- External ID: WRX408825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
How Much Are Your Ethics Worth?
- Online
- Event Code: FFKGHMA2-54479
- External ID: WRX408925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the ... More Info
Rebroadcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
- Online
- Event Code: CON4-2026-01-WEBNR-78-01
- External ID: WRS215725
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Accounting
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-59378
- External ID: WRX409025
- CPE Credits: 4
- Legacy Level: Basic
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: EKEKITA2-58193
- External ID: WRX527625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: HAJHAFC4-59595
- External ID: WRX409425
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-56753
- External ID: WRX409325
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-57284
- External ID: WRX409225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-53731
- External ID: WRX409525
- 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
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: DTS2-2026-01-WEBNR-78-01
- External ID: WRS215825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-54301
- External ID: WRX409625
- 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
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-61066
- External ID: WRX527725
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report The Future of the Audit: Building Relevance and Sustaining Quality, provides auditors with essential insights and ... More Info
Rebroadcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
- Online
- Event Code: TTCE-2026-01-WEBNR-78-01
- External ID: WRS215925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-56410
- External ID: WRX409725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This ... More Info