Rebroadcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
- Online
- Event Code: WRS26325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding ... More Info
Rebroadcast
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: WRX69025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
2025 Single Audit Update
- Online
- Event Code: WRX69125
- 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
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: WRX69225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Using AI to Instantly Transform Ideas into Revenue Streams
- Online
- Event Code: WRX69325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: WRX69425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They ... More Info
Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: WRX69525
- 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
Business Tax Update: Recent Developments
- Online
- Event Code: WRX69725
- 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
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: WRS26725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Clients often ask accounting and finance professionals whether they have the best pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: WRX70025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
The term artificial intelligence (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: WRX69925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Required Minimum Distributions: Compliance and Planning
- Online
- Event Code: WRS26825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum ... More Info
Rebroadcast
Create Paginated Reports with Power BI Report Builder
- Online
- Event Code: WRX70125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Elevate your data reporting skills to new heights with our cutting-edge course, Create Paginated Reports with Power BI Report Builder. This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: WRX70225
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
- Online
- Event Code: WRS27325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money ... More Info
Rebroadcast
Ethics: IRS Behavioral Insights for Accountants
- Online
- Event Code: WRX70325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights — the study of how people reflect and behave — to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by ... More Info
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: WRX70425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Ethics of AI: A CPA’s Guide
- Online
- Event Code: WRX70525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Microsoft Teams – Everything You Need to Know from A to Z
- Online
- Event Code: WRX70625
- 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
Monthly Federal Tax Updates – September 2025
- Online
- Event Code: WRX70725
- 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
Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: WRS27425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: WRX70825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
How SAS Nos. 134-145 Improve Risk-Based Audits
- Online
- Event Code: WRX70925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: WRX71025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: WRX71325
- 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