Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: WRX248325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
What CPAs Should Know About Trust Instruments
- Online
- Event Code: WRS111025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This is a survey course on the intergenerational transfer of property — focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: WRX248425
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Tax Strategies Under H.R. 1 Conference (Day 2)
- Online
- Event Code: WRX495625
- 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 2)
- Online
- Event Code: WRX495725
- 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
2025 Accounting & Auditing Update for Small Businesses
- Online
- Event Code: WRX248525
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting, Auditing
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.) – Free For Members
- Online
- Event Code: WE002825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
*This course is free for NCACPA members* North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without ... More Info
Rebroadcast
Delaware Ethics for CPAs
- Online
- Event Code: WRS111425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Professional conduct and ethical behavior are really the backbone of the entire accounting and auditing profession. These components form the foundation upon which our creditability with the general public is built. Without it, there is no profession. Whether you are a practitioner in public accounting or business and industry, you ... More Info
Rebroadcast
Ethical Considerations of the New AICPA SSTS Rules
- Online
- Event Code: WRX248725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Regulatory Ethics
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a ... More Info
Rebroadcast
LLC’s & S Corporations: a Comparative Analysis
- Online
- Event Code: WRX248625
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status ... More Info
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: WRS111525
- CPE Credits: 16
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Representing a Client in an IRS Audit
- Online
- Event Code: WRS111325
- 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
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: WRS111125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
- Online
- Event Code: WRS111225
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements ... More Info
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: WRX248825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: WRX249025
- CPE Credits: 1
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: WRX249125
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Information Technology, Specialized Knowledge
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Successfully Completing a Gift Tax Return — Form 709
- Online
- Event Code: WRS111625
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Taxes
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for ... More Info
Rebroadcast
Tax Update: H.R. 1 One Big Beautiful Bill & Form 1040
- Online
- Event Code: WRX495825
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
- CFP
This course provides a focused analysis of the individual and small business provisions in H.R.1, One Big Beautiful Bill. Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation – designed to inform planning strategies and compliance for ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS178825
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS111825
- CPE Credits: 16
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX249225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: WRX249425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: WRX249325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: WRX249525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info