Live Webcast
The CFO Series—Doing the Right Things Right
- Online
- Event Code: WL006425
- CPE Credits: 7
- Legacy Level:Basic
- Fields of Study: Auditing, Behavioral Ethics, Business Management & Organization, Finance
We are so busy that we sometimes fail to do the simple things as we should. We know that simple things are not always simple, and they may have a significant impact. We should not take certain topics for granted, e.g., ethics, governance, internal audit, and incentive compensation plans. We ... More Info
Live Webcast
Critical Issues That CPAs in Industry Will Need to Face This Year
- Online
- Event Code: WLS01925
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting, Taxes
In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing. Major Topics:• Recently issued ASUs of greatest significance ... More Info
Live Webcast
This Year’s Top Tax & Financial-Planning Ideas
- Online
- Event Code: WLS02025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
With tax rates for individuals, estates, and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002325
- 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
Live Webcast
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: WLS02125
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses ... More Info
Live Webcast
Individual Income Tax Update
- Online
- Event Code: WLS02225
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving ... More Info
Live Webcast
Microsoft 365® Power Series—Enhancing Productivity With Microsoft® Apps—OneNote®, Stream, Forms, & More
- Online
- Event Code: WL006525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
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 the utility apps within Microsoft 365® that can take your productivity to the next level. This course explores OneNote® for ... More Info
Live Webcast
Real Estate Taxation—Critical Considerations
- Online
- Event Code: WLS02325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course is a “deep dive” into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the ... More Info
Attend In-Person, Conference
86th Annual Symposium
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: CONSYM25
- CPE Credits: 24
- Legacy Level:Update
- Fields of Study: Accounting, Auditing, Behavioral Ethics, Business Law, Business Management & Organization, Communications & Marketing, Computer Software & Applications, Economics, Finance, Information Technology, Personal Development, Specialized Knowledge, Taxes, Various
Join us for the 86th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Conference, Live Webcast
86th Annual Symposium (Virtual)
- Your Computer
- Event Code: WCNSYM25
- CPE Credits: 24
- Legacy Level:Update
- Fields of Study: Accounting, Auditing, Behavioral Ethics, Business Law, Business Management & Organization, Communications & Marketing, Computer Software & Applications, Economics, Finance, Information Technology, Personal Development, Taxes, Various
Join us for the 86th annual NCACPA Symposium! Participants will receive current and in-depth coverage of tax, accounting, business, and legal compliance trends critical to the profession, as well as an understanding of the challenges and opportunities on the horizon. Additionally, participants will leave Symposium with comprehensive knowledge of several ... More Info
Live Webcast
The CFO Series—Preparing for Trouble
- Online
- Event Code: WL006725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting, Auditing, Business Management & Organization
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, ... More Info
Rebroadcast
NC Corporate Income & Franchise Tax Basics
- Online
- Event Code: WR002725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
The course provides participants with a basic understanding of the issues and complexities of the NC Corporate Income and Franchise Tax. Required Knowledge: None Advanced Preparation: None Who Should Attend: CPAs and attorneys with corporate clients who conduct business in NC or who work for NC-based corporations
Live Webcast
Quarterly Practice & Regulatory Update for Financial Advisors – Q4 2025
- Online
- Event Code: WL006625
- 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. The regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations, but ... More Info
Rebroadcast
Individual Income Tax Basics
- Online
- Event Code: WR001825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
The course provides participants with a basic understanding of the NC individual income tax with focus on how to properly prepare the required returns. Required Knowledge: None Advanced Preparation: None Who Should Attend: CPAs and attorneys with clients who have clients who reside in NC or work in this state
Live Webcast
Navigating the AI Frontier Series—Generative AI in Practice—Boost Efficiency & Profitability
- Online
- Event Code: WL006825
- CPE Credits: 2
- Legacy Level:Basic
- 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. Unlock the potential of generative AI to streamline accounting, auditing, tax, and advisory services. This course focuses on practical applications that can ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002425
- 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
Live Webcast
Current Issues in Accounting & Auditing—An Annual Update
- Online
- Event Code: WLS02425
- 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
Live Webcast
Securing a Comfortable Retirement
- Online
- Event Code: WLS02725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Specialized Knowledge, Taxes
- Enrolled Agent
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals. Required Knowledge: Basic knowledge of retirement planning Advanced Preparation: None Who Should Attend: CPAs looking to advise clients on retirement ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE002525
- 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
Business Law for Small Business Owners
- Online
- Event Code: WLS02525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Business Law
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover ... More Info
Live Webcast
Don Farmer’s Sec. 199A QBID: Foundational Rules & Planning Strategies
- Online
- Event Code: WF001425
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. The 20% Qualified Business Income Deduction (QBID) can be a game-changer for your clients — if you know how to make ... More Info
Live Webcast
Preparation & Compilation Engagements Under the SSARS
- Online
- Event Code: WLS02625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of ... More Info
Live Webcast
Don Farmer’s Sec. 199A QBID: Advanced Applications & Maximizing the 20% Deduction
- Online
- Event Code: WF001525
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event. Join tax experts and CPAs George Koutelieris and Greg White for part two of a two-part seminar. You’ll get a comprehensive, ... More Info
Attend In-Person, Seminar
Federal Tax Update
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: F0000125
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
Due to meeting space limitations, we currently max the room at 65 for this event. If a larger space opens up and we are able to accommodate more in-person attendees, we will contact you directly. We strongly suggest early registration to guarantee your seat! In this course, we review current ... More Info
Live Webcast
Federal Tax Update (Virtual)
- Online
- Event Code: WF000125
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2025 individual income tax planning and return preparation. The major topics covered in this seminar include * A review of the latest ... More Info