Rebroadcast
Elder Fraud
- Online
- Event Code: EFR2-2026-01-WEBNR-36-01
- External ID: WRS192525
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity ... More Info
Rebroadcast
Getting Ready for Busy Season: Review Individual Tax Form Changes
- Online
- Event Code: ITFC-2026-01-WEBNR-36-01
- External ID: WRS192625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Successfully Completing an Estate Tax Return — Form 706
- Online
- Event Code: F706-2026-01-WEBNR-36-01
- External ID: WRS192725
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-54798
- External ID: WRX333425
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: NFF4-2026-01-WEBNR-36-01
- External ID: WRS193025
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Getting ready for busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop shop that brings you the ... More Info
Rebroadcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
- Online
- Event Code: BSP4-2026-01-WEBNR-36-01
- External ID: WRS192825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding ... More Info
Rebroadcast
Surgent’s Essential Depreciation and Expensing Update
- Online
- Event Code: TDP4-2026-01-WEBNR-36-01
- External ID: WRS192925
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Rebroadcast
Accounting of the Soul: Making the World a Better Place
- Online
- Event Code: GLRGASP1-52586
- External ID: WRX333925
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle’s virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually ... More Info
Rebroadcast
Create Visuals in Power BI to Successfully Analyze Data
- Online
- Event Code: DPBSCVD4-59440
- External ID: WRX333525
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our cutting-edge course, Create Visuals in Power BI to Successfully Analyze Data. Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. ... More Info
Rebroadcast
Current Nonprofit Fraud Trends
- Online
- Event Code: ESJLCNF4-58364
- External ID: WRX333825
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-54517
- External ID: WRX333625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-54882
- External ID: WRX333725
- CPE Credits: 8
- Legacy Level: Basic
- Yellowbook
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-37-01
- External ID: WRS193125
- 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
1040 Tax Prep Automation with AI Tools
- Online
- Event Code: HAJHTPA2-56215
- External ID: WRX334025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI ... More Info
Rebroadcast
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-59899
- External ID: WRX334125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you’re a seasoned CEO, ... More Info
Rebroadcast
Best Non-Google Search Tools for Accountants
- Online
- Event Code: GWBNGST2-55443
- External ID: WRX334225
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can ... More Info
Rebroadcast
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: HAJHMMC2-60929
- External ID: WRX513725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
What Tax Practitioners Need to Know About Medicare
- Online
- Event Code: MEDC-2026-01-WEBNR-37-01
- External ID: WRS193225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients ... More Info
Rebroadcast
Love it or Leave It: Engagement and Retention at Work
- Online
- Event Code: GLLVLER2-58488
- External ID: WRX334325
- CPE Credits: 2
- Legacy Level: Basic
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee’s investment and connection to ... More Info
Rebroadcast
CFO Series: Cash Flow Stmnt: Enhancing the Ignored Statement
- Online
- Event Code: KIRMCFS2-60904
- External ID: WRX513925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help ... More Info
Rebroadcast
Clean, Transform & Load Data in Power BI
- Online
- Event Code: DPBSTLD2-57923
- External ID: WRX334425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a ... More Info
Rebroadcast
Forensic Accounting: Crafting Expert Reports
- Online
- Event Code: NCRNCAR4-56599
- External ID: WRX334625
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Regulatory Ethics
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-57221
- External ID: WRX334525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
ChatGPT and Advanced Policy Manual Development for ACCTs
- Online
- Event Code: GWCGAPM2-55550
- External ID: WRX334825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and ... More Info
Rebroadcast
Keeping Up with the FASB
- Online
- Event Code: CHCHKUF2-53203
- External ID: WRX334725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This course will explore significant elements of the FASB’s technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live ... More Info