Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: WRS112425
- CPE Credits: 16
- Legacy Level:Intermediate
- Fields of Study: Taxes
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: WRS112525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts ... More Info
Rebroadcast
CPA to CFO
- Online
- Event Code: WRX251225
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax ... More Info
Rebroadcast
The Ethic of Recruitment and Selection
- Online
- Event Code: WRX251125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info
Rebroadcast
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
- Online
- Event Code: WRS112925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: WRX251325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners tax basis capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: WRS113025
- 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
Rebroadcast
Take Command of your Time
- Online
- Event Code: WRX251425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: WRX496325
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX251625
- 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
Tax Season Update for Business with Steve Dilley
- Online
- Event Code: WRX251525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
AI Revolution: The Big Picture for CPAs
- Online
- Event Code: WRX251725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: WRX251825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
Building an Ethical Culture
- Online
- Event Code: WR000925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
There can be no doubt that one of the cornerstones of any profession is ethics. As business professionals, we talk about ethics constantly—yet incorporating ethics into our practices and everyday lives is often a difficult challenge. Using academic research, reflection exercises, and review questions, this course will attempt to give ... More Info
Rebroadcast
Technology Trends Update for CPAs with John Higgins
- Online
- Event Code: WRX251925
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Information Technology
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX252025
- 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
Ethics for Tax Professionals
- Online
- Event Code: WRS113125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Partnership Tax Updates (2025)
- Online
- Event Code: WRX252125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. This event may be a rebroadcast of a live ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: WRX496525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: WRS179025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: WRS113325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: WRX252325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: WRX252225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: WRS113225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Rebroadcast
IRS Tax Examinations and Hot Issues
- Online
- Event Code: WRS113525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its ... More Info