Rebroadcast
Master the Art of CPA Communication: Boost Your Influence!
- Online
- Event Code: WRX184125
- 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
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX184325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: WRX184425
- 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
Taxation of the Mobile Workforce
- Online
- Event Code: WRS78725
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
Today’s workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still ... More Info
Rebroadcast
2025 Not-for-Profit GAAP Update
- Online
- Event Code: WRX184525
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Accounting (Governmental)
- Yellowbook
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: WRX184625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Business Management & Organization, Personnel/Human Resources
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
Live Webcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: WLS04225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions ofthe One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advisetheir clients regarding how Trump Accounts operate. The course will also discuss the comparison ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX184825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: WRX184725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX184925
- 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
Casualty Losses: Disaster Relief Act of 2024
- Online
- Event Code: WRX185025
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through ... More Info
Live Webcast
The CFO Series—Doing the Right Things Right
- Online
- Event Code: WL006425
- CPE Credits: 7
- Legacy Level:Basic
- Fields of Study: Auditing, Behavioral Ethics, Business Management & Organization, Finance
We are so busy that we sometimes fail to do the simple things as we should. We know that simple things are not always simple, and they may have a significant impact. We should not take certain topics for granted, e.g., ethics, governance, internal audit, and incentive compensation plans. We ... More Info
Rebroadcast
AI FAQs for Accountants
- Online
- Event Code: WRX185325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: WRS79025
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: WRX185425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Latest Developments in Government and Nonprofit Accounting and Auditing
- Online
- Event Code: WRS78925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: WRX185225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in ... More Info
Rebroadcast
Representing a Client in an IRS Audit
- Online
- Event Code: WRS79125
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them ... More Info
Rebroadcast
Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: WRS78825
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals ... More Info
Rebroadcast
Walter Haig’s SSARS Prep, Comp and Review Update
- Online
- Event Code: WRX185125
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to ... More Info
Rebroadcast
Current Cybersecurity Risk Management Trends
- Online
- Event Code: WRX185525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Partnership and LLC Core Tax Issues From Formation Through Liquidation
- Online
- Event Code: WRS79525
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical ... More Info
Rebroadcast
Schedules K-2 and K-3: Preparation of Forms
- Online
- Event Code: WRS79225
- 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 tackle the preparation of these forms. Understanding and preparing these forms ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: WRX185625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
Understanding and Managing Burnout Among Accounting and Finance Professionals
- Online
- Event Code: WRS79425
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Personnel/Human Resources
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic ... More Info