Event Search
Rebroadcast
Comprehensive Accounting and Financial Reporting Update
- Online
- Event Code: PAAHFRU4-67912
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Identify Leadership Gaps Before Busy Season
- Online
- Event Code: ADDSILG1-74468
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Leaders in CPA firms often spend time on work that sits below their highest and best use: meetings they do not need to attend, work delegated upward by their teams, client scope creep, administrative tasks, and avoided accountability conversations. Survey data cited in the course indicates that most leaders say ... More Info
Rebroadcast
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-66462
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge, CPE - 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
Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
A challenge for many small business owners is choosing the right retirement plan for their businesses. Many hesitate to adopt a plan because they are intimidated by the governing rules and administrative requirements. SEP IRAs and SIMPLE IRAs can be practical solutions because they are relatively easy to establish, maintain, ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65370
- 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
Forms 7217 and 7203
- Online
- Event Code: F722-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69845
- 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
Rebroadcast
Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: TAM2-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-66686
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-63856
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Forensic Accounting: The AI-Powered Expert and Investigator
- Online
- Event Code: NCRNAFA2-75124
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology, CPE - Regulatory Ethics
Artificial intelligence is revolutionizing forensic accounting, giving professionals powerful new ways to trace funds, uncover fraud, and analyze massive volumes of financial data in minutes instead of weeks. In this engaging course, you’ll discover how AI can enhance financial investigations, strengthen expert witness reports, and support litigation and discovery efforts. ... More Info
Rebroadcast
Excel Lookups: Moving Beyond VLOOKUP Limitations
- Online
- Event Code: EXLU-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel’s lookup functions. Veteran Excel users, who are aware ... More Info
Rebroadcast
Financial Planning: Auto & Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70191
- 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
Monthly Federal Tax Updates – February 2027
- Online
- Event Code: AMAM0227-71016
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: DPBSISB2-64416
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ... More Info
Rebroadcast
Power Skills: Professionalism and Client Interactions
- Online
- Event Code: GAJVPSG2-72816
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72997
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Technology adoption often comes with resistance, but it’s possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66379
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both “inside” and “outside” basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Mastering SSARS: From Compilation to Preparation Engagements
- Online
- Event Code: HDCHMSS4-74151
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: DPBSCGA4-65613
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Current Issues in Accounting and Auditing: An Annual Update
- Online
- Event Code: AAU4-2027-01-WEBNR-39-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including all 12 of the FASB ASUs issued in 2025 alone. ... More Info
Rebroadcast
Executive Presence, Personal Brand: Structure Your Narrative
- Online
- Event Code: CXVCSYN1-71762
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Hiring New Workers and Payroll Taxes
- Online
- Event Code: WPT2-2027-01-WEBNR-39-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many ... More Info