Rebroadcast
How to Start a CFO Service
- Online
- Event Code: WRX274025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: WRX274125
- 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
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: WRS123625
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update: WRS123725
- Online
- Event Code: WRS123725
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
Finance and Innovation: Reinvent Your Organization and Dept.
- Online
- Event Code: WRX501825
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Business Management & Organization
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: WRX274225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: WRS123525
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
U.S. Taxation of Foreign Corporations: A Case Study Approach
- Online
- Event Code: WRS123425
- CPE Credits: 6
- Legacy Level:Basic
- Fields of Study: Taxes
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and ... More Info
Rebroadcast
U.S. Taxation of Foreign Corporations: A Case Study Approach
- Online
- Event Code: WRS181925
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed ... More Info
Rebroadcast
Yellow Book Ethics
- Online
- Event Code: WRX274325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
- Yellowbook
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a ... More Info
Rebroadcast
Integrity, Objectivity and Judgment: Values in Action
- Online
- Event Code: WRX274425
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of ... More Info
Rebroadcast
Microsoft Outlook Must Know Email Tips
- Online
- Event Code: WRX274525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though ... More Info
Rebroadcast
Introduction to AI in Accounting
- Online
- Event Code: WRS123825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
This course introduces the foundational concepts of artificial intelligence (AI) and AI’s relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning.
Rebroadcast
Microsoft 365: Save More Time, Make More Money
- Online
- Event Code: WRX274725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don’t ... More Info
Rebroadcast
Top Business Tax Planning Strategies
- Online
- Event Code: WRS123925
- 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
Using AI to Instantly Transform Ideas into Revenue Streams
- Online
- Event Code: WRX274625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: WRX501925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: WRX274825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
Hot Topics Audit & Attest Update
- Online
- Event Code: WRX502025
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Auditing
- Yellowbook
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Hot Topics Audit & Attest Update
- Online
- Event Code: WRX274925
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Auditing
- Yellowbook
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Monthly Federal Tax Updates – January 2026
- Online
- Event Code: WRX275025
- 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
Monthly Federal Tax Updates – January 2026
- Online
- Event Code: WRX275125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
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
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: WRX275225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This ... More Info
Rebroadcast
The Ethic of Self-Esteem For Women
- Online
- Event Code: WRX275325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: WRX275525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info