Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: WRX245925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
Tax Strategies Under H.R. 1 Conference (Day 1)
- Online
- Event Code: WRX495125
- CPE Credits: 3
- Legacy Level:Update
- Fields of Study: Taxes
Tax Strategies Under H.R. 1: Navigating the New Era for Individuals and Businesses 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 ... More Info
Rebroadcast
Tax Strategies Under H.R. 1 Conference (Day 1)
- Online
- Event Code: WRX495225
- CPE Credits: 3
- Legacy Level:Update
- Fields of Study: Taxes
Tax Strategies Under H.R. 1: Navigating the New Era for Individuals and Businesses 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 ... More Info
Rebroadcast
Audits of 401(k) Plans: New Developments and Critical Issues
- Online
- Event Code: WRS109725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Auditing
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: WRX246125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Unlock the full potential of your data with our specialized course, Create Measures in Power BI that Define Your Metrics. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: WRX246025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI ... More Info
Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: WRX246325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners’ income, deductions, and credits from ... More Info
Rebroadcast
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
- Online
- Event Code: WRS109625
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Rebroadcast
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: WRX246225
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving ... More Info
Rebroadcast
Understanding and Testing Control and Compliance in a Single Audit
- Online
- Event Code: WRS109525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it’s difficult to tell where the auditor’s responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control ... More Info
Rebroadcast
You Don’t Know What You Don’t Know About Microsoft Excel
- Online
- Event Code: WRX246425
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX246525
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
Don’t look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX495325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
Don’t look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ... More Info
Rebroadcast
Behind the Curtain: Exploring IRS Audit Technique Guides
- Online
- Event Code: WRX246625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights ... More Info
Rebroadcast
Business Tax Update: Recent Developments
- Online
- Event Code: WRX246725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: WRS109925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: WRS177925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: WRS178025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: WRS178125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: WRS110025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: WRS109825
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: 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
Professional Ethical Considerations for CPAs
- Online
- Event Code: WRX246825
- 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
2025 Single Audit Update
- Online
- Event Code: WRX246925
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Auditing (Governmental)
- Yellowbook
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Microsoft Teams – Everything You Need to Know from A to Z
- Online
- Event Code: WRX247025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a must attend course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We ... More Info
Rebroadcast
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: WRS110125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make ... More Info