Rebroadcast
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: WRS229325
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity ... More Info
Rebroadcast
Best Non-Google Search Tools for Accountants
- Online
- Event Code: WRX469925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: WRX470025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Installment sales: Maximize Tax Benefits and Stay Compliant
- Online
- Event Code: WRX470125
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: WRX470225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: WRX470325
- 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
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: WRX540825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: WRX542525
Coming soon
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: WRX542625
Coming soon
Rebroadcast
A&A Update for Nonprofits and Single Audit (2025)
- Online
- Event Code: WRX470425
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX470625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: WRX470525
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info
Rebroadcast
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: WRX470725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX470825
- 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
ChatGPT: What Every CPA Should Know-Updated
- Online
- Event Code: WRX541025
- 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
Advanced ChatGPT for Accountants
- Online
- Event Code: WRX471025
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course concisely explains the latest see, hear, speak multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX470925
- 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
AI & Accounting in Manufacturing
- Online
- Event Code: WRX541125
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX471125
- 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
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: WRX471225
- 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
Ethical Considerations for the CPA
- Online
- Event Code: WRS229525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Monthly Federal Tax Updates – April 2026
- Online
- Event Code: WRX471325
- 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
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: WRS229425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to ... More Info