Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: WRX164125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX164325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: WRX164225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: WRX164425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
PPP Fraud and Financial Professionals
- Online
- Event Code: WRX164525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
Mastering IRS Form 7217: Partnership Property Distributions
- Online
- Event Code: WRX164725
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner’s interest, Section ... More Info
Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: WRX164625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: WRS69625
- 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
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: WRS69725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: WRS69825
- 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
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: WRX164825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
AI Privacy, Security, and Compliance Masterclass
- Online
- Event Code: WRX164925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
In today’s rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: WRX165125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: WRX165025
- 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
Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
- Online
- Event Code: WRS69925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to ... More Info
Rebroadcast
The Risks and Benefits of ChatGPT and Artificial Intelligence
- Online
- Event Code: WRS70025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how ... More Info
Rebroadcast
What’s Going on at the FASB (2025)
- Online
- Event Code: WRX165225
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: 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
Rebroadcast
Defining Where and Why Internal Controls are Needed
- Online
- Event Code: WRX165325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX165425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
CPA to CFO
- Online
- Event Code: WRX165525
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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
Live Webcast
Four Tiers of Loss Limitations—A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: WLS01125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
Owners of S-corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations. Required Knowledge: Basic familiarity with ... More Info
Live Webcast
Introduction to Forensic Accounting
- Online
- Event Code: WLS01225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX166725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
CPAxPACK: Combatting Fraud: Master Prevention and Detection
- Online
- Event Code: WRX166325
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting, Auditing, Specialized Knowledge
*** This CPAx Pack includes three individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule ... More Info
Rebroadcast
CPAxPACK: The Ultimate IRS Guide: Forms and Collections
- Online
- Event Code: WRX166625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule ... More Info