Event Search
Rebroadcast
Integrate ChatGPT into Your Client Advisory Services-Updated
- Online
- Event Code: HAJHICA2-67382
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-363-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
- Enrolled Agent
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
Untying the Knot: Taxes & Divorce
- Online
- Event Code: BTPWUTK8-71288
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69689
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
IRC 1031 in the Real World: Practical Issues and Compliance
- Online
- Event Code: BEVBIRC2-73625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides a technical overview of IRC 1031 like-kind exchanges, focusing on the application of current law and regulations following the Tax Cuts and Jobs Act. Presented by a former IRS subject matter expert, the course is designed for practitioners who advise on, prepare, or review transactions involving real ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73538
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
All About Fraud – Examples, Prevention and Auditing
- Online
- Event Code: GAMGAAF4-72837
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud ... More Info
Rebroadcast
An Exhaustive Look At Fraud and Ways To Control It
- Online
- Event Code: TAKEFWC8-63456
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we ... More Info
Rebroadcast
Guide to Partner Capital Account Reporting
- Online
- Event Code: CPMB-2026-01-WEBNR-363-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
- Enrolled Agent
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these ... More Info
Rebroadcast
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: PCTR-2026-01-WEBNR-363-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade ... More Info
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: PITR-2026-01-WEBNR-363-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
- Enrolled Agent
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Private Company M&A for Accounting and Finance Professionals
- Online
- Event Code: PMA2-2026-01-WEBNR-363-01
- CPE Credits: 2
- Fields of Study: CPE - Finance
This course provides a practical overview of the accounting professional’s role in buying or selling a private company. Instead of focusing on technical deal language, the course explains the key business and financial issues that often affect mergers and acquisitions, including the purchase agreement, the final sale price, and financial ... More Info
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-67956
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info
Rebroadcast
SOC 2 Reports – Structure, Usage, and Review
- Online
- Event Code: DCJNS2R1-74635
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
This course provides a comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. Participants will learn about the five Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, and Privacy), the difference between Type I ... More Info
Rebroadcast
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- Online
- Event Code: SCC2-2026-01-WEBNR-363-01
- CPE Credits: 2
- Fields of Study: CPE - 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. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore ... More Info
Live Webcast
WL002426: Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: WL002426
- External ID: WL002426
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity and mitigate the risks associated with using generative AI.
Rebroadcast
Cybersecurity: Protecting Your Firm’s Data and Reputation
- Online
- Event Code: HAJHCPF2-67295
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, ... More Info
Rebroadcast
AI Liability and Malpractice Exposure
- Online
- Event Code: GWAILME2-75055
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs’ use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65368
- 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
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72952
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-68841
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-68841
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: \ Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us ... More Info
Rebroadcast
Forensic Accounting and Evidence Preservation in QuickBooks
- Online
- Event Code: NCRNFAQ4-75150
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Computer Software & Applications
By the time a client calls you about suspected fraud, the clock is already running: records can be altered, evidence can vanish, and every day of delay weakens your case. If your practice touches QuickBooks Online, you need to know how to move fast and correctly. This course walks you ... More Info
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72169
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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 Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-65561
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info