Event Search
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-69159
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-67018
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Gemini AI, Google%26apos;s advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
All About Fraud – Examples, Prevention and Auditing
- Online
- Event Code: GAMGAAF4-72839
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud ... More Info
Rebroadcast
An Exhaustive Look At Fraud and Ways To Control It
- Online
- Event Code: TAKEFWC8-63472
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we ... More Info
Rebroadcast
Food, Beverage, and Entertainment Expensing
- Online
- Event Code: ELEX-2026-01-WEBNR-341-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act’s (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the ... More Info
Rebroadcast
Introduction to Trusts for Accounting and Finance Professionals
- Online
- Event Code: TRU2-2026-01-WEBNR-341-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Trusts are widely used in personal and business planning, yet many professionals encounter them without formal training. This course explains how trusts function, who is involved, and why different trust structures are used. Participants will gain a working understanding of trust mechanics, basic tax and accounting considerations, and common trust ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2026-01-WEBNR-341-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 ... More Info
Rebroadcast
Understanding Partnership Taxation: Debt Allocations
- Online
- Event Code: PTA2-2026-01-WEBNR-341-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-67413
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Monthly Federal Tax Updates – December 2026
- Online
- Event Code: AMAM1226-71148
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-70741
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69105
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Risk Wrangling: Surviving the Modern Business Rodeo
- Online
- Event Code: HDCHRWS2-67460
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71456
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S%26P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-65581
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72113
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.nnThe course also introduces the International Non-Profit Accounting Standard (INPAS)-the ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-65608
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
- Online
- Event Code: PCOC-2026-01-WEBNR-341-01
- CPE Credits: 2
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another — but only if the team members are engaged and motivated to ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66733
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67744
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections %26 return inquiries as well ... More Info
Rebroadcast
Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
- Online
- Event Code: EHR2-2026-01-WEBNR-341-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Recruiting talent in today’s ultra-competitive market is extremely tough. Just simply out paying your competition usually isn’t an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn’t. We need to know where ... More Info
Live Webcast
WLS03426: Key Partnership and S Corporation Tax Planning Strategies (BTS4)
- Online
- Event Code: 5c4e2771a334-CR
- External ID: WLS03426
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63515
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: ESJLICT2-66023
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Successful Communication
- Online
- Event Code: SUCO-2026-01-WEBNR-341-01
- CPE Credits: 4
- Fields of Study: CPE - Communications and Marketing
Technology has created numerous ways for us to communicate with each other – but it’s also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You’ll learn to recognize ... More Info
