Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-58939
- External ID: WRX372925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
Casualty Losses: Disaster Relief Act of 2024
- Online
- Event Code: FTSDCLD1-53876
- External ID: WRX373025
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through ... More Info
Rebroadcast
Build a Data Model for Analysis in Power BI
- Online
- Event Code: DPBSDMA4-51771
- External ID: WRX373125
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. ... More Info
Rebroadcast
Hot Topics Accounting Update
- Online
- Event Code: ESJLHTU2-61079
- External ID: WRX520925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-54385
- External ID: WRX373325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
Tax Research
- Online
- Event Code: TXR2-2026-01-WEBNR-58-01
- External ID: WRS205825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60478
- External ID: WRX373225
- 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
Unconscious Bias in the Workplace
- Online
- Event Code: CUBE-2026-01-WEBNR-58-01
- External ID: WRS205925
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Personnel/Human Resources
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors — often without conscious awareness. The ... More Info
Rebroadcast
You Don’t Know What You Don’t Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-57077
- External ID: WRX373425
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-55913
- External ID: WRX373625
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: CPALCFO1-53459
- External ID: WRX373525
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - 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
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-55930
- External ID: WRX373825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: DSKCACB4-59460
- External ID: WRX373725
- CPE Credits: 4
- Legacy Level: Advanced
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: S754-2026-01-WEBNR-58-01
- External ID: WRS206025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: SPMB-2026-01-WEBNR-58-01
- External ID: WRS206125
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and ... More Info
Rebroadcast
PPP Fraud and Financial Professionals
- Online
- Event Code: CMJPPFP2-53443
- External ID: WRX373925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
Master the Art of CPA Communication: Boost Your Influence!
- Online
- Event Code: TDTDBYI4-59855
- External ID: WRX521025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join ... More Info
Rebroadcast
Mastering IRS Form 7217: Partnership Property Distributions
- Online
- Event Code: FTSDMIF1-54689
- External ID: WRX374125
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner’s interest, Section ... More Info
Rebroadcast
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: DSKCACB4-53750
- External ID: WRX374225
- CPE Credits: 4
- Legacy Level: Advanced
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Marijuana: A Generalized Business Viewpoint
- Online
- Event Code: MRJN-2026-01-WEBNR-58-01
- External ID: WRS206225
- CPE Credits: 3
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: PAAHSET2-56810
- External ID: WRX521125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
The Ethical Management of Conflict
- Online
- Event Code: GLRGEMC2-55225
- External ID: WRX374425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: JHSWTCT2-56438
- External ID: WRX374625
- 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
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-57806
- External ID: WRX374825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
Generative AI in Practice-Boost Efficiency and Profitability
- Online
- Event Code: HAJHGAI2-56043
- External ID: WRX374725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This event may ... More Info