Event Search
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71048
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
2026/27 Annual Update for Accountants & Auditors
- Online
- Event Code: GA26AUA4-72326
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement ... More Info
Rebroadcast
Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting
- Online
- Event Code: 1AUS-2027-01-WEBNR-8-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
Starting your audit career can feel overwhelming — this course gives you a clear path forward. Designed for auditors in their first one to two years of practice, this training helps you quickly build the core skills needed to contribute while on real engagements. You’ll learn not just what to ... More Info
Rebroadcast
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71271
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: JHSWTCT2-63247
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Tax Reporting for Executive Compensation
- Online
- Event Code: EXC2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment ... More Info
Rebroadcast
Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax
- Online
- Event Code: CTT2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Corporate taxation can be complex but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the corporate alternative minimum tax (CAMT). ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66350
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71209
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info
Rebroadcast
Forensic Accounting: The AI-Powered Expert and Investigator
- Online
- Event Code: NCRNAFA2-75121
- 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
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67133
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
How Much Are Your Ethics Worth?
- Online
- Event Code: FFKGHMA2-66181
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the ... More Info
Rebroadcast
Microsoft Teams for CPAs: Unlocking Its Full Potential
- Online
- Event Code: HAJHMTC2-67553
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71489
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report “The Future of the Audit: Building Relevance and Sustaining Quality,” provides auditors with essential insights and ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65136
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
- Online
- Event Code: BNK2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, ... More Info
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69652
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
Employee Benefit Plan Best Practices
- Online
- Event Code: GAMCEBP2-74749
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Employee benefit plan audits present unique compliance and audit considerations that require auditors to remain alert to both recurring issues and evolving requirements. This course addresses current standards and developments affecting employee benefit plan audits while focusing on practical considerations encountered during EBP engagements. Participants will review common compliance issues ... More Info
Rebroadcast
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2027-01-WEBNR-8-01
- 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
Incredible Leadership Transformations in Accounting – Ways to Improve Leadership and Communication
- Online
- Event Code: STAL-2027-01-WEBNR-8-01
- CPE Credits: 2
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it’s their job to inspire people to give their all. They may not be yelling directions from the sideline; ... More Info
Rebroadcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHMCD2-67517
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to ... More Info
Rebroadcast
Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2027-01-WEBNR-8-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain ... More Info
Rebroadcast
The Role of Internal Control in the Risk-Based Audit
- Online
- Event Code: CHCHRBA4-65256
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor’s assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event ... More Info