Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: WRX191125
- 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
Live Webcast
Microsoft 365® Power Series—Enhancing Productivity With Microsoft® Apps—OneNote®, Stream, Forms, & More
- Online
- Event Code: WL006525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Discover the utility apps within Microsoft 365® that can take your productivity to the next level. This course explores OneNote® for ... More Info
Rebroadcast
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: WRS81625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: WRX191325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: WRX191425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: WRX191625
- 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
CFO Series: Recognizing Lies: How to Detect and Prevent?
- Online
- Event Code: WRX191525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Business Management & Organization
Trust is the glue that binds all relationships. Regardless, humans tell lies; a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How can you properly interpret the cues? How can you protect yourself from lies? This class will discuss how to discern lies effectively. Do ... More Info
Rebroadcast
The Ethical Management of Conflict
- Online
- Event Code: WRX191725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: WRX191825
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
Lessons on Fraud Prevention from Sam Bankman-Fried’s Crypto
- Online
- Event Code: WRX191925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related ... More Info
Rebroadcast
Capital Assets: Basis and Taxation for Financial Professionals
- Online
- Event Code: WRS81825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types ... More Info
Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: WRX192125
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
- Online
- Event Code: WRS81725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We’ll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You’ll learn what to look for in state statutes and ... More Info
Rebroadcast
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: WRS82125
- 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
Live Webcast
Real Estate Taxation—Critical Considerations
- Online
- Event Code: WLS02325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course is a “deep dive” into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the ... More Info
Rebroadcast
Resilience: The Ultimate Leadership Skill for Accountants — How to Build it in Yourself and Others
- Online
- Event Code: WRS81925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Personal Development
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental ... More Info
Rebroadcast
Retaining Talent in a Competitive Marketplace
- Online
- Event Code: WRX192225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Personnel/Human Resources
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today’s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits matter to the employees you are trying ... More Info
Rebroadcast
Successfully Completing a Gift Tax Return — Form 709
- Online
- Event Code: WRS82025
- 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
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: WRX192025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving ... More Info
Rebroadcast
IRS Tax Examinations and Hot Issues
- Online
- Event Code: WRS82225
- 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
Rebroadcast
Performing an Effective Audit Risk Assessment
- Online
- Event Code: WRS82325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
Recent feedback from the AICPA has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. SAS 145, the 2023 amendment to AU-C 315, makes significant changes to the extant risk assessment standard and certain changes to ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: WRX192325
- 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
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: WRX192525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: WRS82425
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: WRX192425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does helping my child ... More Info