Event Search
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67780
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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 %26 return inquiries as well ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63489
- 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
Surgent%26apos;s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
- Online
- Event Code: HMBI-2026-01-WEBNR-349-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Rebroadcast
2025-2026 Federal Tax Updates – Business Entities
- Online
- Event Code: AMFTUBE8-71105
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-69017
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72958
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: ESJLAMM8-65827
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - 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.nnnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Maximizing Health Savings Accounts for Retirement Planning
- Online
- Event Code: MHS2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume ... More Info
Rebroadcast
Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World
- Online
- Event Code: DSA2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This presentation explores modern confidentiality, data security, and AI-related professional obligations in an increasingly hostile and deceptive threat environment. It explains how evolving risks such as AI-generated phishing, account takeovers, deepfakes, and inadvertent data sharing intersect with long-standing ethical duties, emphasizing that competence today includes understanding both the benefits and ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72117
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors.nnThis event may be a rebroadcast of a live ... More Info
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - 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 difference between primary and secondary sources, and describing ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-349-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67226
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65720
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-349-01
- CPE Credits: 2
- 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
The CFO Blueprint: Strategy, Readiness, and Executive Impact
- Online
- Event Code: BLP2-2026-01-WEBNR-349-01
- CPE Credits: 2
This course provides a practical roadmap for aspiring CFOs, especially those serving as controllers, firm partners, or financial leaders in small to mid-sized businesses. It explores the competencies, executive presence, and strategic influence required for CFO success, helping participants position themselves for future advancement.
Rebroadcast
What%26apos;s Behind the Data?
- Online
- Event Code: FFKGWBD2-66254
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn%26apos;t? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66546
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners capital accounts, now required for tax form reporting.nnThis event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67398
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
The Ethic of Recruitment and Selection
- Online
- Event Code: GLRGERS2-64854
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67604
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Rebroadcast
Artificial Intelligence for Accounting and Finance Professionals
- Online
- Event Code: AIP2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing, and predictive modeling. Modern AI tools — such as generative AI, machine learning, and intelligent automation — ... More Info
Rebroadcast
Executive Presence, Personal Brand: Structure Your Narrative
- Online
- Event Code: CXVCSYN1-71784
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Rebroadcast
Exploring Business Valuation Fundamentals
- Online
- Event Code: BVF2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info