Event Search
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-65018
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-63900
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-64127
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65949
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65949
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66658
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71208
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69901
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64098
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Management Services
Rebroadcast
Financial Planning: Getting Money to Small Business Owners
- Online
- Event Code: LFP2-2027-01-WEBNR-43-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from their company is a common issue faced by many advisors. However, it is ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71049
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President%26apos;s ... More Info
Rebroadcast
What%26apos;s Behind the Data?
- Online
- Event Code: FFKGWBD2-66257
- 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
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-66257
- 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’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
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71673
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
- Online
- Event Code: BNK2-2027-01-WEBNR-43-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, ... More Info
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-65356
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63610
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-66998
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Smarter Tax Services with Artificial Intelligence (AI) Tools
- Online
- Event Code: HAAISTS2-67273
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate ... More Info
Rebroadcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2027-01-WEBNR-43-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Rebroadcast
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
- Online
- Event Code: DDP2-2027-01-WEBNR-43-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69699
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72960
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-68986
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69117
- 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