Event Search
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: TFBC-2026-01-WEBNR-351-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-63765
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer “Ethics Based Leadership for Women,” a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-65800
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.nnThis event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Public Speaking and Presentation Skills
- Online
- Event Code: PSP2-2026-01-WEBNR-351-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
Gerald Ford once said that “[n]othing in life is more important that the ability to communicate effectively.” Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to ... More Info
Rebroadcast
Start From Trust: An Evidence-Based Approach to AI Adoption
- Online
- Event Code: CXLRSFT1-74534
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
AI is now built into software that CPA firms already use, and the pressure to have a position on it keeps rising. For most small and midsize firms the question is not whether these tools matter, but how to engage with them on terms that fit a practice built on ... More Info
Rebroadcast
Taking Advantage of Like-Kind Exchanges
- Online
- Event Code: LKE2-2026-01-WEBNR-351-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won’t be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64720
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68704
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68704
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Retirement Planning: Next Stage for You or Your Client
- Online
- Event Code: WGTWRPN2-73505
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
If you or your clients are facing that stage of life where careers are passing into the background, and a new “to be determined” life is emerging, then you are entering what is called “retirement”. Some people are excited, some are scared, and most are both. There are many issues ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71097
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Live Webcast
WLS04026: Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)
- Online
- Event Code: 33ccee9dd61a-CR
- External ID: WLS04026
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-63139
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: TAKEEIC8-63584
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
CPA to CFO: Essential Competencies for Finance Leaders
- Online
- Event Code: CXLRECF1-71437
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, ... More Info
Rebroadcast
Forgotten Managerial Accounting Tools for CPAs
- Online
- Event Code: CHCHFMA2-65207
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts ... More Info
Rebroadcast
Latest Developments in Government and Nonprofit Accounting and Auditing
- Online
- Event Code: GNAA-2026-01-WEBNR-352-01
- CPE Credits: 8
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
In today’s fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a ... More Info
Rebroadcast
Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2026-01-WEBNR-352-01
- 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 Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-352-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
In this continually revised course, tax advisors will be fully updated on the most recently enacted legislation and IRS guidance, as well as major emerging trends and their planning considerations. This update course is designed for all practitioners, in both public accounting and private industry, who need the latest information ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71165
- 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
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-64327
- 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
Financial Statement Presentation, Disclosure, and Analysis
- Online
- Event Code: HDCHFSP8-68351
- 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
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70664
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term “artificial intelligence” (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-65075
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause”. This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your ... More Info
Rebroadcast
Capital Assets: Basis and Taxation for Financial Professionals
- Online
- Event Code: CAB2-2026-01-WEBNR-352-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types ... More Info