Event Search
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69652
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2027-01-WEBNR-8-01
- 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
Incredible Leadership Transformations in Accounting – Ways to Improve Leadership and Communication
- Online
- Event Code: STAL-2027-01-WEBNR-8-01
- CPE Credits: 2
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it%26apos;s their job to inspire people to give their all. They may not be yelling directions from the sideline; ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-67517
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2027-01-WEBNR-8-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65256
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor%26apos;s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66735
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
Retaining Talent in a Competitive Marketplace
- Online
- Event Code: PEDPRTC4-70625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Personnel/Human Resources
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-65596
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69414
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - 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.nnWhat should you do when your client contacts you about their employee embezzling ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69838
- 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
The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals
- Online
- Event Code: IRU2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Independence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPA’s Independence Rule (1.200.001) and related interpretations issued by ... More Info
Rebroadcast
Risk Wrangling: Surviving the Modern Business Rodeo
- Online
- Event Code: HDCHRWS2-67695
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69570
- 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
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-64829
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-68075
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67550
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-65409
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO%26apos;s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
Buying and Selling a Business: Tax and Structuring Overview
- Online
- Event Code: SEL4-2027-01-WEBNR-11-01
- 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: CXLRECF1-71441
- 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
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
- Online
- Event Code: 1041-2027-01-WEBNR-11-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66606
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-66683
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63793
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like and , are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This ... More Info