Event Search
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: PITR-2027-01-WEBNR-14-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Private Company M&A for Accounting and Finance Professionals
- Online
- Event Code: PMA2-2027-01-WEBNR-14-01
- CPE Credits: 2
- Fields of Study: CPE - Finance
This course provides a practical overview of the accounting professional’s role in buying or selling a private company. Instead of focusing on technical deal language, the course explains the key business and financial issues that often affect mergers and acquisitions, including the purchase agreement, the final sale price, and financial ... More Info
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-66259
- 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’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
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-66259
- 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’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
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63392
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Smarter Tax Services with Artificial Intelligence (AI) Tools
- Online
- Event Code: HAAISTS2-67269
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69114
- 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
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-66885
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, ... More Info
Rebroadcast
Architecture of Persuasion: Ethos, Logos, and Pathos
- Online
- Event Code: CXVCAPE1-74031
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69242
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-71576
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65173
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Tax Season and OBBBA Update for Individual with Steve Dilley
- Online
- Event Code: FTOTSUI4-73585
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and ... More Info
Rebroadcast
2026/27 AICPA Regulatory Ethics Update
- Online
- Event Code: GA26ARE2-72204
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Regulatory Ethics
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and significant modernization initiatives. In this ... More Info
Rebroadcast
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
- Online
- Event Code: DEF2-2027-01-WEBNR-14-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of ... More Info
Rebroadcast
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
- Online
- Event Code: EST2-2027-01-WEBNR-14-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68408
- 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. This event may be a rebroadcast of ... More Info
Rebroadcast
Mastering Accounting for Income Taxes
- Online
- Event Code: AIT4-2027-01-WEBNR-14-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting, CPE - Auditing
Mastering income taxes remains one of the more difficult financial statement line items for accountants and auditors alike. When the PCAOB required critical audit matters to be reported in 2019, the most common topic for S&P 500 firms was taxes. But this difficulty does not have to extend to you. ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74403
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination ... More Info
Rebroadcast
The AICPA Independence Rule: An Introduction for Audit, Assurance, and Attestation Professionals
- Online
- Event Code: IRL2-2027-01-WEBNR-14-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Independence is the foundation of credible audit, assurance, and attestation reporting. This course introduces the AICPA independence rule for early-career professionals and others new to attest work. Participants will learn what independence means, how financial interests and relationships can threaten independence, and which safeguards can reduce those threats. Upon completion, ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71348
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report “The Future of the Audit: Building Relevance and Sustaining Quality,” provides auditors with essential insights and ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64170
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68743
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68743
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
You’ve Got This: An Introduction to Yellow Book and Single Audits
- Online
- Event Code: YGT4-2027-01-WEBNR-14-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing (Governmental)
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You’ll learn the essentials of performing Yellow Book and ... More Info