Event Search
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69106
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Buying and Selling a Business: Tax and Structuring Overview
- Online
- Event Code: SEL4-2026-01-WEBNR-357-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71474
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S%26P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: NCRNIDC4-70869
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-64569
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: GPT4-2026-01-WEBNR-357-01
- CPE Credits: 4
- 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. As a result, they have also been subject to employer incentives. The Service has ... More Info
Rebroadcast
Multi Year Failure to File: Getting into Compliance
- Online
- Event Code: NCRNMYF8-70031
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Rebroadcast
Schedule K-1: What is it %26 What do I do with it?
- Online
- Event Code: HIMHSKW2-67864
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info
Rebroadcast
Surgent%26apos;s Advanced Individual Income Tax Return Issues
- Online
- Event Code: STRI-2026-01-WEBNR-357-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-357-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Finance and Innovation: Reinvent Your Organization and Dept.
- Online
- Event Code: KIDMFAI8-69874
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-73286
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
Microsoft Outlook Email Tips
- Online
- Event Code: HAJHMOT2-64026
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-65584
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-70482
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Critical Issues With Health Savings Accounts
- Online
- Event Code: CHS2-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ... More Info
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Hiring New Workers and Payroll Taxes
- Online
- Event Code: WPT2-2026-01-WEBNR-357-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many ... More Info
Rebroadcast
Implementing and Maintaining an Internal Control System
- Online
- Event Code: TAKEICS8-64106
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67049
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71851
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people%26apos;s work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, ... More Info
Rebroadcast
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly ... More Info
Rebroadcast
Planes, Yachts %26 Automobiles: Listed Property Under IRC 280F
- Online
- Event Code: BEVBPYA2-73337
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Is that business jet, RV, yacht or luxury automobile really deductible? This course tackles the tricky terrain of listed property depreciation, helping tax professionals navigate IRC 280F with confidence and clarity. Whether your client is flying high, cruising the coast, or hitting the highway, this session will help you determine ... More Info
Rebroadcast
Business Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTBTURD2-72086
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
CFO %26 Controller Critical Skills: Budgeting %26 Forecasting
- Online
- Event Code: PEDPCSC2-70960
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info