Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: WRX194525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing, Regulatory Ethics
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: WRX194625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
Rebroadcast
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: WRX194725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WRS83125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Specialized Knowledge, Taxes
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Top 10 Celebrity Estate Mistakes and How to Avoid Them
- Online
- Event Code: WRS82925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming ... More Info
Rebroadcast
Top Business Tax Planning Strategies
- Online
- Event Code: WRS83025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Business strategies for 2025 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: WRX194825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical muscle is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: WRX194925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
Monthly Federal Tax Updates – November 2025
- Online
- Event Code: WRX195025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
Technology Trends Update for CPAs with John Higgins
- Online
- Event Code: WRX195125
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Information Technology
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will ... More Info
Rebroadcast
Creating an Ethical Work Environment
- Online
- Event Code: WRX195325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: WRX195225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will ... More Info
Rebroadcast
ChatGPT Vision for Financial Analysis
- Online
- Event Code: WRX195425
- CPE Credits: 2
- Legacy Level:Basic
- 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
Rebroadcast
Basic Estate Administration for CPAs and FAs
- Online
- Event Code: WRS83225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This ... More Info
Rebroadcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: WRS83425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Clients often ask accounting and finance professionals whether they have the best pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: WRX195525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: WRX195625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: WRS83325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
- Online
- Event Code: WRS83525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources, Taxes
Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: WRX195725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
Navigating Your Client Through the IRS Appeals Process
- Online
- Event Code: WRS83625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.
Rebroadcast
Ethics of AI: A CPA’s Guide
- Online
- Event Code: WRX195925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery ... More Info
Rebroadcast
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: WRX195825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: WRX196025
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI’s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
Ethics and Civility in the Workplace
- Online
- Event Code: WRX196125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at ... More Info