Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: WRX275425
- 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
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: WRX275625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Ethical Considerations in Working with Cannabis
- Online
- Event Code: WRX275725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Ins and Outs of Health Savings Accounts
- Online
- Event Code: WRS124125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ... More Info
Rebroadcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: WRS124025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: WRX275825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like Big Data and Information Overload, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
- Online
- Event Code: WRS124225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We’ll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You’ll learn what to look for in state statutes and ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: WRX276025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: WRX502125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WRX275925
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
The Risks and Benefits of ChatGPT and Artificial Intelligence
- Online
- Event Code: WRS124325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how ... More Info
Rebroadcast
Invest in Your Mental Health and Avoid Burnout
- Online
- Event Code: WRX276125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute ... More Info
Rebroadcast
Internal Control – Testing for Operating Effectiveness
- Online
- Event Code: WRX276225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
- Yellowbook
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: WRX276325
- 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
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: WRX276425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Installment sales: Maximize Tax Benefits and Stay Compliant
- Online
- Event Code: WRX276525
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX276725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Employer’s Handbook: Legal, Tax, and Health Care Issues
- Online
- Event Code: WRS124725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Business Law, Taxes
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented ... More Info
Rebroadcast
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
- Online
- Event Code: WRS124825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Finance
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has ... More Info
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: WRX276625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In ... More Info
Rebroadcast
Introduction to Required Minimum Distributions
- Online
- Event Code: WRS124625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer ... More Info
Rebroadcast
Surgent’s Advanced Individual Income Tax Return Issues
- Online
- Event Code: WRS124925
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore ... More Info
Rebroadcast
Surgent’s Advanced Individual Income Tax Return Issues
- Online
- Event Code: WRS182025
- CPE Credits: 16
- Legacy Level:Advanced
- Fields of Study: Taxes
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore ... More Info
Rebroadcast
Surgent’s Advanced Individual Income Tax Return Issues
- Online
- Event Code: WRS182125
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore ... More Info
Rebroadcast
Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
- Online
- Event Code: WRS124525
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This ... More Info