Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: WRX501525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Clean, Transform & Load Data in Power BI
- Online
- Event Code: WRX272425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a ... More Info
Rebroadcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: WRS123125
- CPE Credits: 4
- 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
Forensic Accounting: Crafting Expert Reports
- Online
- Event Code: WRX272325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Regulatory Ethics
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS122925
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and 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. ... More Info
Rebroadcast
Understanding Partnership Taxation: Debt Allocations
- Online
- Event Code: WRS123025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: 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
2024 PCAOB and SEC Update
- Online
- Event Code: WRX272525
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Take Command of your Time
- Online
- Event Code: WRX272625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX272825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: WRX272725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove reasonable cause. This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: WRX272925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
Rebroadcast
PPP Fraud and Financial Professionals
- Online
- Event Code: WRX273025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
Build a Data Model for Analysis in Power BI
- Online
- Event Code: WRX273225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. ... More Info
Rebroadcast
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
- Online
- Event Code: WRS123225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money ... More Info
Rebroadcast
Taking Advantage of Array Formulas in Excel
- Online
- Event Code: WRX273125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: WRX273425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
AI Revolution: The Big Picture for CPAs
- Online
- Event Code: WRX273325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WRS123325
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop shop that brings you the ... More Info
Rebroadcast
Love it or Leave It: Engagement and Retention at Work
- Online
- Event Code: WRX273525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics, Personnel/Human Resources
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee’s investment and connection to ... More Info
Rebroadcast
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: WRX501625
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from ... More Info
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: WRX273625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: WRX273725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: WRX273825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: WRX501725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
- Online
- Event Code: WRX273925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly ... More Info