Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: SEC2-2026-01-WEBNR-35-01
- External ID: WRS191925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs ... More Info
Rebroadcast
Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
- Online
- Event Code: IMC4-2026-01-WEBNR-35-01
- External ID: WRS192025
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies ... More Info
Rebroadcast
Todd and Julie Chrisley Go to Prison
- Online
- Event Code: CMJPTJC2-53430
- External ID: WRX331525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley’s accountant, Peter ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: HAJHAFC4-58672
- External ID: WRX331725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: TDTDTMC2-57162
- External ID: WRX331625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Behind the Curtain: Exploring IRS Audit Technique Guides
- Online
- Event Code: CHCHBTC2-57528
- External ID: WRX331825
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights ... More Info
Rebroadcast
Individual Tax Update: Recent Developments
- Online
- Event Code: FTWIURD2-59344
- External ID: WRX331925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest 2024/25 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
2025 AICPA Regulatory Ethics Update
- Online
- Event Code: GA25ARE2-54868
- External ID: WRX332025
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Regulatory Ethics
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. ... More Info
Rebroadcast
Choosing the Right Business Entity
- Online
- Event Code: CETA-2026-01-WEBNR-35-01
- External ID: WRS192225
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business’s day-to-day operations, its tax liability, how much of the owners’ personal assets are at risk, and much more. For this and many other reasons, it is critical that a client ... More Info
Rebroadcast
Understanding the New Forms K-2 and K-3
- Online
- Event Code: AMAMNFK2-52947
- External ID: WRX332125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners’ income, deductions, and credits from ... More Info
Rebroadcast
Coaching the Next Generation of CPAs
- Online
- Event Code: ESJLCNG2-58221
- External ID: WRX332225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-54894
- External ID: WRX332325
- 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
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-60901
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-53599
- External ID: WRX332625
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
Business Law Essentials for Practitioners and Controllers
- Online
- Event Code: BLAW-2026-01-WEBNR-36-01
- External ID: WRS192425
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Business Law
This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a ... More Info
Rebroadcast
Exploring Internal Controls That Could Have Prevented Frauds
- Online
- Event Code: CHCHEIC2-52111
- External ID: WRX332425
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course examines 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’ ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Side-Hustle CFO
- Online
- Event Code: CPALSHC1-53597
- External ID: WRX332525
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-36-01
- External ID: WRS192325
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - 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
2025 Accounting & Auditing Update for Small Businesses
- Online
- Event Code: GA25AAU4-61070
- External ID: WRX513325
- CPE Credits: 4
- Legacy Level: Update
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact ... More Info
Rebroadcast
Advanced Excel for Staff – Build Reports and Analyze Data
- Online
- Event Code: DPBSAES2-53668
- External ID: WRX332725
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Advanced Excel for Staff – Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-60880
- External ID: WRX513225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-54305
- External ID: WRX332925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-57096
- External ID: WRX332825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-52324
- External ID: WRX333025
- 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
ChatGPT and Complex Financial and HR Conversations
- Online
- Event Code: GWGWCFC2-55679
- External ID: WRX333125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The ... More Info