Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: WRX243325
- 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
Power BI – Bringing It All Together for Data Analysis
- Online
- Event Code: WRX243425
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
Power BI – Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: WRX243525
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: 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
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX243725
- 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
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: WRX243625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Business Law for Small Business Owners
- Online
- Event Code: WRS108425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Business Law
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover ... More Info
Rebroadcast
Construction Contractors: Accounting and Financial Reporting Issues
- Online
- Event Code: WRS108125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: WRX243825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Preparing Not-for-Profit Financial Statements
- Online
- Event Code: WRS108025
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting (Governmental)
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in ... More Info
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: WRS177325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
- Online
- Event Code: WRS107925
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. ... More Info
Rebroadcast
Servant Leadership 101
- Online
- Event Code: WRX243925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Business Management & Organization
The War for Talent is bad, and it’s getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant ... More Info
Rebroadcast
Social Security and Medicare: Planning for You and Your Clients
- Online
- Event Code: WRS108225
- CPE Credits: 16
- Legacy Level:Basic
- Fields of Study: Taxes
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: WRS108325
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: WRX494925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: WRX244025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Rebroadcast
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: WRX244125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: WRS108625
- 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
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
- Online
- Event Code: WRS108725
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Rebroadcast
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
- Online
- Event Code: WRS177425
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Rebroadcast
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
- Online
- Event Code: WRS177525
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: WRX244225
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
- Online
- Event Code: WRS108525
- 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
Become a Data Analysis Expert
- Online
- Event Code: WRX244325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In today’s rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in ... More Info