Rebroadcast
Getting Ready for Busy Season: Review Individual Tax Form Changes
- Online
- Event Code: ITFC-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-58793
- External ID: WRX344425
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-59785
- External ID: WRX344525
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
- Online
- Event Code: TTCE-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming ... More Info
Rebroadcast
Defining Where and Why Internal Controls are Needed
- Online
- Event Code: TAKEWWC2-58956
- External ID: WRX344625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important ... More Info
Rebroadcast
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-58211
- External ID: WRX344725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
- Yellowbook
One of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-58878
- External ID: WRX344925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: JHSWLST2-56495
- External ID: WRX344825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren’t born. World-class listeners deliberately practice this skill, ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: AMAMDCA2-53043
- External ID: WRX345125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-59734
- External ID: WRX345025
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering ... More Info
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-54453
- External ID: WRX345225
- 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
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-56047
- External ID: WRX345325
- 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. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: PRSLRRE2-56976
- External ID: WRX345525
- CPE Credits: 2
- Legacy Level: Basic
Today’s savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for ... More Info
Rebroadcast
Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041
- Online
- Event Code: FM41-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, “distributable ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60395
- External ID: WRX345425
- 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’s ... More Info
Rebroadcast
Top Ten Questions from Partnership Clients Regarding the Section 754 Election
- Online
- Event Code: T754-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of ... More Info
Rebroadcast
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: FTL4-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-54306
- External ID: WRX345725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Navigating IRS Collections: Overview of Form 433 & OIC
- Online
- Event Code: HIMHOIC2-56289
- External ID: WRX345625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-59815
- External ID: WRX345925
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like Big Data and Information Overload, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Raising Financially Capable Children
- Online
- Event Code: RFC2-2026-01-WEBNR-43-01
- Fields of Study: CPE - Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
- Online
- Event Code: RMDM-2026-01-WEBNR-43-01
- Fields of Study: CPE - 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
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-56875
- External ID: WRX346025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-55624
- External ID: WRX346125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity’s performance, predicting future financial health, ... More Info
Rebroadcast
Data Security: Best Practices to Protect Your Business and Yourself
- Online
- Event Code: DTS1-2026-01-WEBNR-43-01
- Fields of Study: CPE - Information Technology
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered ... More Info