Event Search
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70136
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-66159
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical “muscle” is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-64712
- 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
Critical Issues With Health Savings Accounts
- Online
- Event Code: CHS2-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69841
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Introduction to Ethics & Professional Skepticism
- Online
- Event Code: GAJVIEP2-72747
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66437
- 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
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66437
- 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
Written Information Security Plans
- Online
- Event Code: HIMHISP1-73567
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Beyond the Numbers: Success Strategies for Female CPAs
- Online
- Event Code: WBTWBNS2-64770
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you’ve demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63405
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
10 Best Practices in QBO
- Online
- Event Code: RSAPBPQ1-74432
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She’s managed to distill ... More Info
Rebroadcast
Engagement Letters: Scope and Risk Management
- Online
- Event Code: ENG2-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Strong engagement letters protect your firm. They spell out what work you will (and won’t) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you’ll learn how to draft, update, and enforce engagement letters ... More Info
Rebroadcast
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: EGBWCQH2-65651
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72187
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Retaining Talent in a Competitive Marketplace
- Online
- Event Code: PEDPRTC4-70626
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Personnel/Human Resources
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today’s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits matter to the employees you are trying ... More Info
Rebroadcast
Understanding Partnership Taxation: Debt Allocations
- Online
- Event Code: PTA2-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67066
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info
Rebroadcast
Anatomy of a Ransomware Event and Incident Response
- Online
- Event Code: ARE2-2027-01-WEBNR-32-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join ... More Info
Rebroadcast
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64455
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, “Get Started with Power BI.” This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power ... More Info
Rebroadcast
IRC 1031 in the Real World: Practical Issues and Compliance
- Online
- Event Code: BEVBIRC2-73624
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides a technical overview of IRC 1031 like-kind exchanges, focusing on the application of current law and regulations following the Tax Cuts and Jobs Act. Presented by a former IRS subject matter expert, the course is designed for practitioners who advise on, prepare, or review transactions involving real ... More Info
Rebroadcast
Architecture of Persuasion: Ethos, Logos, and Pathos
- Online
- Event Code: CXVCAPE1-74030
Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-66823
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
“No one cares how much you know until they know how much you care.” To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63378
- 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
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67473
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley ... More Info