Rebroadcast
WE002326: 2026 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002326
- External ID: WE002326
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Live Webcast
WLS01126: How to Settle a Client’s Estate
- Online
- Event Code: WLS01126
- External ID: WLS01126
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. ... More Info
Live Webcast
WLS01226: Surgents’s Individual Tax Planning Ideas (ITP4)
- Online
- Event Code: WLS01226
- External ID: WLS01226
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It ... More Info
Rebroadcast
WE002426: NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE002426
- External ID: WE002426
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics, CPE - Regulatory Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Live Webcast
WLS01326: Taxation of Tips and Overtime Under OBBBA
- Online
- Event Code: WLS01326
- External ID: WLS01326
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients ... More Info
Live Webcast
WLS01526: Compilations, Reviews, & Preparations—Engagement Performance & Annual Update
- Online
- Event Code: WLS01526
- External ID: WLS01526
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Live Webcast
WLS01426: Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: WLS01426
- External ID: WLS01426
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss ... More Info
Live Webcast
WLS01626: Employer’s Handbook—Health Care, Retirement, & Fringe Benefit Tax Issues
- Online
- Event Code: WLS01626
- External ID: WLS01626
- CPE Credits: 4
- Legacy Level: Basic
- 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.
Live Webcast
WLS01726: The Best S-Corporation, Limited Liability, & Partnership Update Course
- Online
- Event Code: WLS01726
- External ID: WLS01726
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clientsand employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques,innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations,partnerships, LLCs, and LLPs. In addition, this ... More Info
Live Webcast
WLS01826: Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
- Online
- Event Code: WLS01826
- External ID: WLS01826
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with ... More Info
Live Webcast
WLS01926: Buying and Selling a Business-Tax & Structuring Overview (SEL4)
- Online
- Event Code: WLS01926
- External ID: WLS01926
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help ... More Info
Live Webcast
WLS02026: Exploring Business Valuation Fundamentals (BVF2)
- Online
- Event Code: WLS02026
- External ID: WLS02026
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info
Live Webcast
WLS02126: Tax Planning for Rental Real Estate ( RRE4)
- Online
- Event Code: WLS02126
- External ID: WLS02126
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will ... More Info
Live Webcast
WLS02226: Home Office Rules (HOF2)
- Online
- Event Code: WLS02226
- External ID: WLS02226
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on ... More Info
Live Webcast
WLS02326: Surgent’s Individual Income Tax Update
- Online
- Event Code: WLS02326
- External ID: WLS02326
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and thecorresponding or responsive planning opportunities available to your clients. You will come away from the course ready toeducate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continuallyupdated ... More Info
Rebroadcast
WE002526: 2026 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002526
- External ID: WE002526
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Conference
CONSYM26: 87th Annual Symposium
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONSYM26
- External ID: CONSYM26
- CPE Credits: 24
- Legacy Level: Update
- Fields of Study: CPE
Join us for the 87th 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
Virtual Conference
WCNSYM26: 87th Annual Symposium (Virtual)
- Online
- Event Code: WCNSYM26
- External ID: WCNSYM26
- CPE Credits: 24
- Legacy Level: Update
- Fields of Study: CPE
Join us for the 87th 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
Live Webcast
WLS02426: Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB)
- Online
- Event Code: WLS02426
- External ID: WLS02426
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Live Webcast
WLS02526: Simply Auditing Not-For-Profits Efficiently (SAN4)
- Online
- Event Code: WLS02526
- External ID: WLS02526
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
Auditing not-for-profits isn’t the same as auditing for-profits, so why treat them alike? This course gives you the tools to recognize what makes not-for-profits unique and shows you how to incorporate those differences into your audit approach. With practical insights and 20 focused exercises, you’ll learn how to plan and ... More Info
Live Webcast
WLS02626: Review and Analysis of Crucial OBBBA Changes (COB2)
- Online
- Event Code: WLS02626
- External ID: WLS02626
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Live Webcast
WLS02726: The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2)
- Online
- Event Code: WLS02726
- External ID: WLS02726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Live Webcast
WL001526: The CFO Series—Preparing for Trouble
- Online
- Event Code: WL001526
- External ID: WL001526
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, ... More Info
Rebroadcast
WR000626: NC Corporate Income & Franchise Tax Basics
- Online
- Event Code: WR000626
- External ID: WR000626
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
The course provides participants with a basic understanding of the issues and complexities of the NC Corporate Income and Franchise Tax.
Live Webcast
WL001726: Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: WL001726
- External ID: WL001726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations on substantially underutilizing the capabilities of Teams. This course provides a review ... More Info