Event Search
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66534
- 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
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: EGBWGRC2-63227
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66731
- 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
Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: CSSB-2027-01-WEBNR-33-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70661
- 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
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72977
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: PTB4-2027-01-WEBNR-33-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO %26 DOL
- Online
- Event Code: GAMGIFA4-72857
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies.nnParticipants will review independence requirements issued by the AICPA, Government ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-68983
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
Navigating Your Client Through the IRS Appeals Process
- Online
- Event Code: NAV4-2027-01-WEBNR-33-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.
Rebroadcast
Select Estate and Life Planning Issues for the Middle-Income Client
- Online
- Event Code: PMI4-2027-01-WEBNR-33-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72550
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.nnThe course also addresses ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-67016
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Gemini AI, Google%26apos;s advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65255
- 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
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-63351
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-64148
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today%26apos;s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel%26apos;s ... More Info
Rebroadcast
Selected Ethics Topics 2025 – 2026
- Online
- Event Code: PAAHE262-70008
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
Use the Data Model to Build More Powerful PivotTables
- Online
- Event Code: EXPP-2027-01-WEBNR-33-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67722
- 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
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2027-01-WEBNR-33-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Rebroadcast
The AI Revolution in 2026: What CPAs Should Know
- Online
- Event Code: HA26AIR2-67150
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73446
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71460
- 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
Excel Shortcuts for Accountants
- Online
- Event Code: EXSC-2027-01-WEBNR-33-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Select Estate and Life Planning Issues for the Middle-Income Client
- Online
- Event Code: PMI4-2027-01-WEBNR-33-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info