Event Search
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-290-01
- 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
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-290-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-66935
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
AICPA's New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71188
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66245
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We%26apos;ll look not only at the three main financial statements but also dive into the MD%26A and footnotes. We%26apos;ll also discuss the affect of industry nuances on comparability of different analysis tools.nnThis event may be ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-64289
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: TAKEBMA8-69006
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Partnership and LLC Core Tax Issues From Formation Through Liquidation
- Online
- Event Code: PLTI-2026-01-WEBNR-292-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical ... More Info
Rebroadcast
Surgent%26apos;s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
- Online
- Event Code: TPGS-2026-01-WEBNR-292-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This ... More Info
Rebroadcast
Taxation of Partnership Distributions and Sales of Partnership Interests
- Online
- Event Code: PDS4-2026-01-WEBNR-292-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests – topics that accounting and finance professionals are often asked about by clients. Accounting and finance professionals are called upon to advise both the partnership which makes distributions and the partners receiving the distributions ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-292-01
- 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
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65145
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69834
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72170
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual 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
2026/27 Annual Update for Accountants %26 Auditors
- Online
- Event Code: GA26AUA4-72323
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement ... More Info
Rebroadcast
Financial Statement Presentation, Disclosure, and Analysis
- Online
- Event Code: HDCHFSP8-68357
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also ... More Info
Rebroadcast
Six Common Barriers to Investment Success
- Online
- Event Code: CBIS-2026-01-WEBNR-292-01
- CPE Credits: 2
- Fields of Study: CPE - Economics
Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are ... More Info
Rebroadcast
Understanding Partnership Taxation: Debt Allocations
- Online
- Event Code: PTA2-2026-01-WEBNR-292-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68723
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of %26apos;Reasonable Compensation for S Corp%26apos;s out of the shadows and placed it forefront as a priority issue for CPA%26apos;s, EA%26apos;s, Tax and ... More Info
Rebroadcast
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71420
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Finance technology decisions (ERP, FP%26A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance ... More Info
Rebroadcast
Monthly Federal Tax Updates – October 2026
- Online
- Event Code: AMAM1026-71025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
A Working Parent%26apos;s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-65553
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65164
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71863
- 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
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: NCRNEMP2-69796
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info