Rebroadcast
Business Tax Update: Recent Developments
- Online
- Event Code: WRX192725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Grading Your Auditors – Are You Getting the Most Value?
- Online
- Event Code: WRX192625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: WRX192825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
Rebroadcast
SECURE Act 2.0 and Updates (2025)
- Online
- Event Code: WRX192925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: WRX193025
- 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
AI Lessons Learned for Accountants
- Online
- Event Code: WRX193825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: WRX193225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Unlock the full potential of your data with our specialized course, Create Measures in Power BI that Define Your Metrics. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: WRX193125
- 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
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: WRS82525
- CPE Credits: 8
- 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
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
- Online
- Event Code: WRX193325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In an era when sharing a photo of lunch can be considered an update, the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don’ts ... More Info
Rebroadcast
2025 Accounting & Auditing Update for Small Businesses
- Online
- Event Code: WRX193425
- 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
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: WRX193525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: WRX193625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
Partnership Tax Updates (2025)
- Online
- Event Code: WRX193725
- 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: WRX193925
- 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
How to Start a CFO Service
- Online
- Event Code: WRX194025
- CPE Credits: 2
- 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.
Attend In-Person, Conference
86th Annual Symposium
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONSYM25
- CPE Credits: 24
- Legacy Level:Update
- Fields of Study: Various
Join us for the 86th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Conference, Live Webcast
86th Annual Symposium (Virtual)
- Your Computer
- Event Code: WCNSYM25
- CPE Credits: 24
- Legacy Level:Update
- Fields of Study: Various
Join us for the 86th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Rebroadcast
Assessing the Risk of Fraud in a Financial Statement Audit
- Online
- Event Code: WRS82625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Auditing
The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor did not identify it. The auditor’s responsibility in a financial statement audit is to ... More Info
Rebroadcast
Audits of 401(k) Plans: New Developments and Critical Issues
- Online
- Event Code: WRS82825
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Auditing
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and ... More Info
Rebroadcast
Bumper Sticker Ethics v. Professional Ethics
- Online
- Event Code: WRX194125
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these bumper sticker sayings provide helpful ethical guidelines. For accountants, however, ethics — and especially, professional ethics — can quickly turn into ... More Info
Rebroadcast
Employer’s Handbook: Legal, Tax, and Health Care Issues
- Online
- Event Code: WRS82725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Business Law, Taxes
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: WRX194325
- 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
Walter Haig’s GAAP for SMEs, Tax & Cash Frameworks Update
- Online
- Event Code: WRX194225
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a ... More Info
Rebroadcast
ChatGPT Vision: How Accountants can Chat with Imagery
- Online
- Event Code: WRX194425
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info