Live Webcast
Maximizing Your Social Security Benefits
- Online
- Event Code: WLS00525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
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 professionals with both the background information on the Social Security system ... More Info
Live Webcast
The Best Federal Tax Update
- Online
- Event Code: WLS00625
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Attend In-Person, Conference
Professional Women’s Conference
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONPRW25
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics, Business Management & Organization, Communications & Marketing, Finance, Personal Development, Personnel/Human Resources, Various
This conference presents a unique opportunity to connect with professional women while gaining valuable knowledge and enhancing your leadership skills. This conference features topics that will empower women by enhancing their professional development and providing an opportunity for networking and personal development. Highlights: *Confidence in AI *Advocating for your Career ... More Info
Conference, Live Webcast
Professional Women’s Conference (Virtual)
- Your Computer
- Event Code: WCNPRW25
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics, Business Management & Organization, Communications & Marketing, Finance, Personal Development, Personnel/Human Resources, Various
This conference presents a unique opportunity to connect with professional women while gaining valuable knowledge and enhancing your leadership skills. This conference features topics that will empower women by enhancing their professional development and providing an opportunity for networking and personal development. Highlights: *Confidence in AI *Advocating for your Career ... More Info
Live Webcast
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals – Q3 2025
- Online
- Event Code: WL005325
- 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 ... More Info
Live Webcast
Navigating the AI Frontier Series—The Big Picture for CPAs
- Online
- Event Code: WL005425
- CPE Credits: 2
- Legacy Level:Overview
- 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 artificial intelligence is transforming the accounting, tax, and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE001925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Live Webcast
Controller/CFO Update—Hot Topics Facing Today’s Financial Professional
- Online
- Event Code: WLS00825
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Finance
In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need ... More Info
Live Webcast
Critical Issues Involving Taxation of Construction Contractors
- Online
- Event Code: WLS00725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas ... More Info
Live Webcast
What Tax Practitioners Need to Know About Medicare
- Online
- Event Code: WLS00925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients ... More Info
Live Webcast
Understanding S-Corporation Taxation—Shareholder Basis, AAA, & Retained Earnings
- Online
- Event Code: WLS01025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Rebroadcast
Securing Your Data—Practical Tools for Protecting Your Information
- Online
- Event Code: WR003625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Security is not optional, and yesterday’s security techniques do not minimize today’s threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, ... More Info
Live Webcast
Four Tiers of Loss Limitations—A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: WLS01125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
Owners of S-corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations. Required Knowledge: Basic familiarity with ... More Info
Live Webcast
Introduction to Forensic Accounting
- Online
- Event Code: WLS01225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical ... More Info
Live Webcast
Buying & Selling a Business—Tax & Structuring Overview
- Online
- Event Code: WLS01425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help ... More Info
Live Webcast
Compilations, Reviews, & Preparations—Engagement Performance & Annual Update
- Online
- Event Code: WLS01325
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE002125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Rebroadcast
Ethics & Technology
- Online
- Event Code: WR001425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
With the explosion of technology over the past 30 years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, ... More Info
Live Webcast
How to Settle a Client’s Estate
- Online
- Event Code: WLS01525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE002225
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Live Webcast
IRS Tax Examinations & Hot Issues
- Online
- Event Code: WLS01625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
The Inflation Reduction Act increased the IRS budget. As a result, the IRS continues to replenish its audit workforce. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax, and Financial Professionals need clients to understand the need ... More Info
Live Webcast
Technology Trends Update for CPAs
- Online
- Event Code: WL006325
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Information Technology
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics, including cloud computing, big data, data analytics, artificial intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also provide an update on the current ... More Info
Live Webcast
Employer’s Handbook—Health Care, Retirement, & Fringe Benefit Tax Issues
- Online
- Event Code: WLS01725
- CPE Credits: 4
- 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. Required Knowledge: None Advanced Preparation: None ... More Info
Live Webcast
The Best S-Corporation, Limited Liability, & Partnership Update Course
- Online
- Event Code: WLS01825
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- Enrolled Agent
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info