Live Webcast
Guide to Payroll Taxes & 1099 Issues
- Online
- Event Code: WLS02825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The service has ... More Info
Live Webcast
Navigating the AI Frontier Series—Mastering Microsoft® Copilot for CPAs
- Online
- Event Code: WL007025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Discover how Microsoft 365® Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of ... More Info
Live Webcast
Understanding Partnership Taxation—PTE Elections, 754 Elections, & Selling a Partnership Interest
- Online
- Event Code: WLS02925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 ... More Info
Live Webcast
Understanding S-Corporation Taxation—Late S-Corporation Elections, Disproportionate Distributions, & Selling Shares
- Online
- Event Code: WLS03025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
S-corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S-corporation election. Learning how to ... More Info
Live Webcast
Social Security and Medicare—Planning for You & Your Clients
- Online
- Event Code: WLS03125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning ... More Info
Live Webcast
Focus on the Profession—Winter
- Online
- Event Code: WL008125
- CPE Credits: 1.5
- Legacy Level:Overview
- Fields of Study: Accounting
NCACPA brings participants an interactive and informative session on the latest and most major issues affecting the profession and the business climate on state, national, and global levels. NCACPA will share insights on * Activities of standard-setters and regulators in US Congress and the NC General Assembly * International trends ... More Info
Live Webcast
Individual Tax Update (Virtual)
- Online
- Event Code: WF000225
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. The materials include a review of individual income taxation including * The Child Tax ... More Info
Live Webcast
Corporate Tax Update (Virtual)
- Online
- Event Code: WF000325
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas affecting individual, corporate, and business income taxation. Using a combination of humor and examples, we will emphasize all major new tax legislation as well as other significant tax developments that affect 2025 tax-return preparation and 2025 income ... More Info
Live Webcast
The CFO Series—Corporate Performance Management
- Online
- Event Code: WL007125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting
This CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs, and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an expert leading discussions about four different topics. The CFO Series features high-quality ... More Info
Live Webcast
Select Estate & Life-Planning Issues for the Middle-Income Client
- Online
- Event Code: WLS03325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info
Live Webcast
Microsoft 365® Power Series—Mastering Microsoft® Copilot AI for CPAs
- Online
- Event Code: WL007225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Discover how Microsoft 365® Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of ... More Info
Live Webcast
Mastering Basis Issues for S-Corporations, Partnerships, & LLCs
- Online
- Event Code: WLS03225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules. Required ... More Info
Live Webcast
Federal Tax Update (Virtual)
- Online
- Event Code: WF000425
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2025 individual income tax planning and return preparation. The major topics covered in this seminar include * A review of the latest ... More Info
Conference, Live Webcast
TechFest Winter (Virtual)
- Your Computer
- Event Code: WCNTFW25
- CPE Credits: 16
- Legacy Level:Update
- Fields of Study: Various
Technology has quickly become one of the most important aspects of improving bottom lines. Participants will learn about existing and future technologies that will not only improve personal and professional productivity, but help them utilize the latest trends in hardware and software to make informed decisions that benefit clients. Highlights: ... More Info
Live Webcast
Microsoft 365® Deep Dive—Save More Time, Make More Money
- Online
- Event Code: WL007425
- CPE Credits: 4
- Legacy Level:Overview
- 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
Live Webcast
This Year’s Best Income Tax, Estate Tax, & Financial-Planning Ideas
- Online
- Event Code: WLS03425
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their ... More Info
Live Webcast
Top 10 Tax Topics This Year
- Online
- Event Code: WLS03525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform. Required Knowledge: One ... More Info
Live Webcast
Getting Ready for Busy Season—Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WLS03625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
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 major legislation enacted over the past few years, the present course will constitute a one-stop “shop” that brings you ... More Info
Live Webcast
The CFO Series—Leading & Reporting
- Online
- Event Code: WL007625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting, Business Management & Organization
Each topic and each day stand on their own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Required Knowledge: None Advanced Preparation: None Who Should Attend: * This seminar is ideal for financial ... More Info
Live Webcast
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q4 2025
- Online
- Event Code: WL007525
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
In partnership with Peters Professional Education, this program will be held on the Peters Professional Education learning platform. You will receive an access link prior to the event. Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows ... More Info
Live Webcast
Taxation of Partnership Distributions & Sales of Partnership Interests
- Online
- Event Code: WLS03725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
This program focuses on two parts of Subchapter K, partnership distributions, and sales of partnership interests—topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these ... More Info
Live Webcast
Navigating the AI Frontier Series—Ethical AI Practices for CPAs—Ensuring Responsible Use
- Online
- Event Code: WL007725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and ... More Info
Live Webcast
Don Farmer’s Passive Activities: Foundational Rules, Income Characterization & Strategic Grouping
- Online
- Event Code: WF001625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. Kick off this four-part seminar with tax experts Greg White, CPA, and George Koutelieris as they demystify the complex world of passive ... More Info
Live Webcast
Don Farmer’s Passive Activities: Material Participation Rules, Time Tracking & Compliance Strategies
- Online
- Event Code: WF001725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. In pt two of this four-pt series, tax experts Greg White, CPA, and George Koutelieris, CPA, will dive into the strategies you ... More Info
Live Webcast
Don Farmer’s Passive Activities: Rental Real Estate Rules & Exceptions
- Online
- Event Code: WF001825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. In part three of this four-part series, tax experts Greg White, CPA, and George Koutelieris, CPA, will take you deep into the ... More Info