Event Search
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66418
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner%26apos;s tax basis for a partnership interest, with an explanation of the use of both and basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.nnnnThis event may be ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71350
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Live Webcast
WLS04326: Multistate Tax Update (MSTU)
- Online
- Event Code: bc45e7d62f4f-CR
- External ID: WLS04326
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
Each year, states work quickly and furiously to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-356-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70657
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term (AI) has become mainstream and while most have a layperson%26apos;s understanding of AI, few know the depth and breadth of this technology%26apos;s capability. AI is affecting just about everything in business and in people%26apos;s personal lives. The operation of an internal control system is also changing because of ... More Info
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: TAKEBMA8-69008
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: BTS4-2026-01-WEBNR-356-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Lessons Learned From Recent Accounting Malpractice Actions
- Online
- Event Code: AMA2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law, CPE - Regulatory Ethics
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72989
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-70744
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
Rebroadcast
Technical Business Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: ATFB-2026-01-WEBNR-356-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings ... More Info
Rebroadcast
Top Individual Tax Planning Strategies
- Online
- Event Code: ITPS-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69843
- 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
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67122
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64620
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63106
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
Rebroadcast
Risk, Compliance, and Regulation for CFOs
- Online
- Event Code: RCR2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Management Services
This course covers core regulatory, compliance, and enterprise risk areas that modern CFOs must oversee. It includes frameworks for internal controls, fraud prevention, and cybersecurity awareness — tailored for SMBs and private companies — alongside evolving regulatory expectations.
Rebroadcast
System and Organization Controls (SOC) Engagements
- Online
- Event Code: SOC2-2026-01-WEBNR-356-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
In today’s interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2®, and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations ... More Info
Rebroadcast
You Don%26apos;t Know What You Don%26apos;t Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-63747
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69571
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does become ? CPAs ... More Info
Rebroadcast
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67680
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70183
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: CGPT-2026-01-WEBNR-356-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-64238
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68299
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info