Rebroadcast
Understanding the New Forms K-2 and K-3
- Online
- Event Code: AMAMNFK2-53059
- External ID: WRX531825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
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
Walter Haig’s Personal Financial Health Checkup
- Online
- Event Code: WHPERHC8-58948
- External ID: WRX428925
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-60883
- External ID: WRX532125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-61175
- External ID: WRX531925
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-54317
- External ID: WRX429325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-59738
- External ID: WRX429225
- 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
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: GVSFTIN1-55391
- External ID: WRX429425
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - 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
Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: TAM2-2026-01-WEBNR-91-01
- External ID: WRS219625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-57908
- External ID: WRX429525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
Ethics of AI: A CPA’s Guide
- Online
- Event Code: HAJHAIC2-57694
- External ID: WRX532225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-53469
- External ID: WRX429725
- 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
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-57800
- External ID: WRX429825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: GWCGAPM2-55551
- External ID: WRX429925
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: EGBWGRC2-54189
- External ID: WRX430025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-54085
- External ID: WRX430125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: EKEKITA2-58306
- External ID: WRX532425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60479
- External ID: WRX532325
- 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
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: ESJLADI2-54289
- External ID: WRX430425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be ... More Info
Rebroadcast
Current Issues in Accounting and Auditing: An Annual Update
- Online
- Event Code: AAU4-2026-01-WEBNR-91-01
- External ID: WRS219725
- CPE Credits: 4
- Legacy Level: Update
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB’s Stage 3 PIR report on ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: ESJLSAS4-59308
- External ID: WRX430525
- 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 SAS Nos. 134-145. This event may ... More Info
Rebroadcast
Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2026-01-WEBNR-91-01
- External ID: WRS219825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-57275
- External ID: WRX430625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
ChatGPT Vision for Financial Analysis
- Online
- Event Code: GWGWCGV2-52124
- External ID: WRX430725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-58147
- External ID: WRX430825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-53883
- External ID: WRX430925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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