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Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-64322
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
An Introduction to Health Savings Accounts
- Online
- Event Code: IHS2-2026-01-WEBNR-310-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) are a growing phenomenon in financing for health care, with more than one-third of Americans with private health insurance covered by an HSA. Although HSAs have been around since 2004, many people still confuse them with other similar health benefit accounts, such as health flexible spending ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71436
- 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
Engagement and Client Retention Best Practices
- Online
- Event Code: ECR2-2026-01-WEBNR-310-01
- CPE Credits: 2
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting ... More Info
Rebroadcast
Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: SLRR-2026-01-WEBNR-310-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65250
- 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
Analyzing Financial Statements
- Online
- Event Code: FFKGNFS2-66242
- 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
ChatGPT and Advanced Accounting Research
- Online
- Event Code: GWCGAAR2-73301
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63730
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions.nnWe believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. nnThe reality is, despite women ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68720
- 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
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: S754-2026-01-WEBNR-310-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-63221
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-63339
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71883
- 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
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-311-01
- 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
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72168
- 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
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72635
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
- Yellowbook
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71082
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-311-01
- 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
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: PAABYBI4-70716
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-67333
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity.nnnThis event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69968
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66702
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63195
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-65326
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info