Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: WRX61425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Ethics for the Industry Accountant
- Online
- Event Code: WRS23025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas ... More Info
Rebroadcast
Tactics to Find Work Life Balance in a Complex World
- Online
- Event Code: WRX61325
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Personal Development
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: WRX61625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: WRX61725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
- Online
- Event Code: WRS23225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement ... More Info
Rebroadcast
Integrate ChatGPT into Your Client Advisory Services-Updated
- Online
- Event Code: WRX61825
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: WRS23325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: WRX61925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: WRX62025
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: WRX62125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Behind the Curtain: Exploring IRS Audit Technique Guides
- Online
- Event Code: WRX62225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights ... More Info
Rebroadcast
2025 Accounting & Auditing Update for Small Businesses
- Online
- Event Code: WRX62325
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting, Auditing
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact ... More Info
Rebroadcast
Create Visuals in Power BI to Successfully Analyze Data
- Online
- Event Code: WRX62525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Unlock the full potential of your data with our cutting-edge course, Create Visuals in Power BI to Successfully Analyze Data. Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. ... More Info
Live Webcast
Don Farmer’s Tax Strategies for Real Estate: Maximizing Benefits with Key Planning Moves
- Online
- Event Code: WF001125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. Join seasoned CPA and instructor Greg White for part one of two half-day seminars as he unpacks the latest tax rules ... More Info
Rebroadcast
Ethical Considerations of the New AICPA SSTS Rules
- Online
- Event Code: WRX62425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Regulatory Ethics
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: WRS23525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: WRS23425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
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
Best Non-Google Search Tools for Accountants
- Online
- Event Code: WRX62625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: WRX62725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: WRX62925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides a complete framework for transforming the culture in your organization. Key topics covered include: – What is organizational culture – A self assessment – Why culture matters – How to change your culture This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: WRX62825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This event may ... More Info
Rebroadcast
Marijuana: A Generalized Business Viewpoint
- Online
- Event Code: WRS23725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge, Taxes
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of ... More Info
Rebroadcast
Tax Research
- Online
- Event Code: WRS23625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing ... More Info
Rebroadcast
SECURE Act 2.0 and Updates (2025)
- Online
- Event Code: WRX63025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider ... More Info