Event Search
Rebroadcast
Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-308-01
- CPE Credits: 8
- Fields of Study: CPE - Accounting (Governmental)
Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today’s reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You’ll learn how requirements are applied in financial statements, explore available reporting options, and ... More Info
Rebroadcast
Technical Business Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: ATFB-2026-01-WEBNR-308-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings ... More Info
Rebroadcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
- Online
- Event Code: ACE3-2026-01-WEBNR-308-01
- CPE Credits: 3
- Fields of Study: CPE - Taxes
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71675
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
Business Dissolution & Ownership Changes
- Online
- Event Code: HIMHBDO8-74376
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Business Management & Organization
This advanced course examines the federal tax consequences of business dissolutions, ownership changes, and related restructuring transactions involving partnerships, S corporations, and closely held businesses. Using a cradle-to-grave framework, the program addresses planning, execution, valuation, reporting, and post-transaction compliance issues arising in sales, redemptions, liquidations, divorces, deaths, and internal restructurings. ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69832
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-64125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Common Deficiencies in SSARS Engagements
- Online
- Event Code: GAJVCDS4-72708
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
- Yellowbook
Preparation, compilation, and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality.nnParticipants will explore frequent problem areas ... More Info
Rebroadcast
Ethics: Giving Thanks – How to Master the Art of Gratitude
- Online
- Event Code: EGBWEGT2-65427
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. nnEven if you believe you’re already a deeply grateful person, you’ll still learn some new strategies for expressing gratitude effectively. Forbes ... More Info
Rebroadcast
Financial Statement Presentation, Disclosure, and Analysis
- Online
- Event Code: HDCHFSP8-68358
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also ... More Info
Rebroadcast
Food, Beverage, and Entertainment Expensing
- Online
- Event Code: ELEX-2026-01-WEBNR-308-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act’s (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the ... More Info
Rebroadcast
Hiring New Workers and Payroll Taxes
- Online
- Event Code: WPT2-2026-01-WEBNR-308-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2026-01-WEBNR-308-01
- 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
Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide
- Online
- Event Code: GTR2-2026-01-WEBNR-308-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Although federal transfer taxes affect a relatively small portion of estates, practitioners will still encounter clients whose lifetime transfers trigger reporting obligations and planning opportunities. Properly preparing and submitting a federal gift tax return requires understanding when filing is required, how gifts are characterized, and how lifetime transfers interact with ... More Info
Rebroadcast
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: SPMB-2026-01-WEBNR-308-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the ... More Info
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: IFCP-2026-01-WEBNR-308-01
- CPE Credits: 8
- Fields of Study: CPE - 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
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-65457
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
- Yellowbook
One of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67252
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a ... More Info
Rebroadcast
Tax Update: “One Big Beautiful Bill”
- Online
- Event Code: HIMHTUO2-69792
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and ... More Info
Rebroadcast
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: CGPT-2026-01-WEBNR-308-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
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. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72011
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a ... More Info
NCACPA Academy
S0ELE126: Emerging Leaders Experience Level 1
- AC Hotel North Hills
- Event Code: S0ELE126
- CPE Credits: 16
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
The Emerging Leaders Experience equips participants to lead effectively in their current roles, with an eye toward helping them advance to the next level. Equipped with a personal profile completed before the event, participants will better understand the strengths, struggles, style, and tendencies that shape their leadership style, enabling them ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69099
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65364
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info
Rebroadcast
Navigating Digital Asset Compliance and Enforcement
- Online
- Event Code: BETTNDA2-74397
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination ... More Info