Event Search
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69963
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Understanding Non-Compete Agreements
- Online
- Event Code: UNCA-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC%26apos;s proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain ... More Info
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69933
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
WE001826: 2026 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: 7fea3fc6450c-CR
- External ID: WE001826
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65377
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68381
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - 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. nnThis event may be a rebroadcast of ... More Info
Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70175
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63188
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66542
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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 capital accounts, now required for tax form reporting.nnThis event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Section 529 Plans: A Comprehensive Guide
- Online
- Event Code: QTP2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-281-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
Tax Research
- Online
- Event Code: TXR2-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing ... More Info
Rebroadcast
NotebookLM Use Cases for Accountants
- Online
- Event Code: GWNLMUC2-67046
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You%26apos;ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70812
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Ethics and Technology for CPAs
- Online
- Event Code: PAAHCPA2-69539
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-65024
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
Cybersecurity: Protecting Your Firm's Data and Reputation
- Online
- Event Code: HAJHCPF2-67292
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Excel Shortcuts for Accountants
- Online
- Event Code: EXSC-2026-01-WEBNR-281-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67529
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70133
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: NCSIRSP4-68697
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64723
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT%26apos;s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Employer%26apos;s Handbook: Legal, Tax, and Health Care Issues
- Online
- Event Code: HTOF-2026-01-WEBNR-282-01
- CPE Credits: 8
- Fields of Study: CPE - Business Law, CPE - 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
Implementing and Maintaining an Internal Control System
- Online
- Event Code: TAKEICS8-64179
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Rebroadcast
Invest in Your Mental Health and Avoid Burnout
- Online
- Event Code: WBTWMHB2-64523
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development