Event Search
Rebroadcast
Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
- Online
- Event Code: FRS2-2027-01-WEBNR-97-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71060
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-69592
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72090
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: TAKEUCI8-63410
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
Common Deficiencies in SSARS Engagements
- Online
- Event Code: GAJVCDS4-72705
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-68158
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70675
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term (AI) has become mainstream and while most have a layperson%26apos;s understanding of AI, few know the depth and breadth of this technology%26apos;s capability. AI is affecting just about everything in business and in people%26apos;s personal lives. The operation of an internal control system is also changing because of ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-65096
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Making Effective Decisions When You Can%26apos;t Get What You Want
- Online
- Event Code: HDCHMED2-70059
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details ... More Info
Rebroadcast
Multi Year Failure to File: Getting into Compliance
- Online
- Event Code: NCRNMYF8-69732
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Rebroadcast
The Art of Delegation: Strategies for Improving Your Skills
- Online
- Event Code: DEL2-2027-01-WEBNR-98-01
- CPE Credits: 2
- Fields of Study: CPE - Personal Development
One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66609
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65129
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65373
- 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
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65741
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63423
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
What%26apos;s Behind the Data?
- Online
- Event Code: FFKGWBD2-66249
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn%26apos;t? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-63341
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - 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
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70195
- 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
Financial Planning: Getting Money to Small Business Owners
- Online
- Event Code: LFP2-2027-01-WEBNR-98-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from their company is a common issue faced by many advisors. However, it is ... More Info
Rebroadcast
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: NCRNIDC4-70892
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their ... More Info
Rebroadcast
Introduction to Required Minimum Distributions
- Online
- Event Code: RMD2-2027-01-WEBNR-98-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer ... More Info
Rebroadcast
Mastering Client Management for Accounting and Finance Professionals
- Online
- Event Code: CLM2-2027-01-WEBNR-98-01
- CPE Credits: 2
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today%26apos;s competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69856
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info