Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS76925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: 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
Cryptocurrency 15 Years Later – A Market Update
- Online
- Event Code: WRX180625
- CPE Credits: 1
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. This event ... More Info
Rebroadcast
Master the Art of CPA Communication: Boost Your Influence!
- Online
- Event Code: WRX180725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join ... More Info
Rebroadcast
Yellow Book Ethics
- Online
- Event Code: WRX180525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- Yellowbook
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a ... More Info
Rebroadcast
Choosing the Right Business Entity
- Online
- Event Code: WRS77325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business’s day-to-day operations, its tax liability, how much of the owners’ personal assets are at risk, and much more. For this and many other reasons, it is critical that a client ... More Info
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: WRX180825
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: WRX180925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
S Corporation Core Tax Issues From Formation Through Liquidation
- Online
- Event Code: WRS77425
- CPE Credits: 16
- Legacy Level:Intermediate
- Fields of Study: Taxes
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to ... More Info
Rebroadcast
Understanding Partnership Taxation: Debt Allocations
- Online
- Event Code: WRS77525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
The Ethic of Recruitment and Selection
- Online
- Event Code: WRX181025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: WRX181225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both inside and outside basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Monthly Federal Tax Updates – November 2025
- Online
- Event Code: WRX181125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: WRX181325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides a concise overview of Gemini AI, Google’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
PPP Fraud and Financial Professionals
- Online
- Event Code: WRX181425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
Determining Reasonable Compensation for Owner Employees
- Online
- Event Code: WRX181525
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Specialized Knowledge
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: WRX181625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: WRX181725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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 ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
The Most Critical Challenges in Governmental Accounting Today
- Online
- Event Code: WRS77725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting (Governmental)
With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative ... More Info
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: WRS77925
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: WRX181925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: WRX181825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: WRX182025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This event may ... More Info
Rebroadcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
- Online
- Event Code: WRS78025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: WRX182125
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info
Rebroadcast
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: WRX182225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
How well do you accept criticism? How might it enrich your business – and you – if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It’s even better to welcome criticism. It’s also ... More Info