Rebroadcast
Tax Reporting for Executive Compensation
- Online
- Event Code: WRS102725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: WRX235225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical muscle is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: WRX235325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: WRX493825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: 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
Top Individual Tax Planning Strategies
- Online
- Event Code: WRS102825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Individual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: WRX235425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
Creating an Ethical Work Environment
- Online
- Event Code: WRX235525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Installment sales: Maximize Tax Benefits and Stay Compliant
- Online
- Event Code: WRX235625
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
A&A Conference (Day 1)
- Online
- Event Code: WRX235825
- CPE Credits: 8
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
This two-day conference offers information on today’s critical accounting and auditing topics and gives tools to tackle the challenges of tomorrow. Expert industry leaders provide in-depth strategy updates and technical guidance that address hot topics and current events.
Rebroadcast
A&A Conference (Day 1)
- Online
- Event Code: WRX493925
- CPE Credits: 8
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
This two-day conference offers information on today’s critical accounting and auditing topics and gives tools to tackle the challenges of tomorrow. Expert industry leaders provide in-depth strategy updates and technical guidance that address hot topics and current events.
Rebroadcast
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: WRX236125
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Current Issues in Accounting and Auditing: An Annual Update
- Online
- Event Code: WRS103225
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting, Auditing
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB’s Stage 3 PIR report on ... More Info
Rebroadcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
- Online
- Event Code: WRS103125
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page ... More Info
Rebroadcast
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
- Online
- Event Code: WRS103025
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax ... More Info
Rebroadcast
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
- Online
- Event Code: WRS175825
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: WRX236025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing, Regulatory Ethics
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
Simply Auditing Not-for-Profits Efficiently
- Online
- Event Code: WRS102925
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
It’s crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working ... More Info
Rebroadcast
Walter Haig’s GAAP for SMEs, Tax & Cash Frameworks Update
- Online
- Event Code: WRX235925
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a ... More Info
Rebroadcast
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: WRX236225
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
Improve Spreadsheets by Building Controls in Excel
- Online
- Event Code: WRX236325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Auditing
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ... More Info
Rebroadcast
2025 Governmental GAAP Update: Navigating GASB Standards
- Online
- Event Code: WRX236425
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Accounting (Governmental)
- Yellowbook
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We’ll include practical application of the topics in the form of case studies. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: WRX494025
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: WRS103525
- CPE Credits: 16
- 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
Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: WRS103425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Whether you’re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WRS175925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info