Rebroadcast
More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WRS103825
- 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
Rebroadcast
Taxation of Partnership Distributions and Sales of Partnership Interests
- Online
- Event Code: WRS103325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests – topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: WRX236525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: WRX236625
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Income Tax Analysis: Exploring In-Depth Concepts
- Online
- Event Code: WRX236725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial ... More Info
Rebroadcast
Coaching the Next Generation of CPAs
- Online
- Event Code: WRX236825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Attracting and retaining staff is critical to an organization’s success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: WRS103925
- 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
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: WRX236925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
Tax Season Update for Individuals with Steve Dilley
- Online
- Event Code: WRX237025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: WRX237125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: WRX237325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Making Sense of Essential OBBBA Provisions
- Online
- Event Code: WRS176025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law ... More Info
Rebroadcast
Retaining Talent—Exploring Employee Compensation Plans
- Online
- Event Code: WR002925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
Even in the age of automation, the most valuable resource any company has is its employees. Finding the right person who fits the skills needed for the job and the personality of the organization is a challenge, especially in a competitive market. Using examples and illustrative problems, this course will ... More Info
Rebroadcast
The Accountant as the Expert Witness
- Online
- Event Code: WRS104025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: WRX237225
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Generative AI Strategy for Accountants
- Online
- Event Code: WRX237425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
Government and Nonprofit Frauds and Controls to Stop Them
- Online
- Event Code: WRS104125
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
George Washington once wrote, “We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience.” The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: WRX237625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX237525
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
- Online
- Event Code: WRS104225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs ... More Info
Rebroadcast
Unique Tax Attributes of Different Entity Types
- Online
- Event Code: WRS104325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: WRX237725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both inside and outside basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Getting Ready for Busy Season: Review Individual Tax Form Changes
- Online
- Event Code: WRS104425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, ... More Info
Rebroadcast
Getting Ready for Busy Season: Review Individual Tax Form Changes
- Online
- Event Code: WRS176125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing the tax rules for 2025, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2025 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: WRX237825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will ... More Info