Rebroadcast
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-56047
- External ID: WRX345325
- 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. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: PRSLRRE2-56976
- External ID: WRX345525
- CPE Credits: 2
- Legacy Level: Basic
Today’s savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for ... More Info
Rebroadcast
Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041
- Online
- Event Code: FM41-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, “distributable ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-60395
- External ID: WRX345425
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
Top Ten Questions from Partnership Clients Regarding the Section 754 Election
- Online
- Event Code: T754-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of ... More Info
Rebroadcast
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: FTL4-2026-01-WEBNR-43-01
- Fields of Study: CPE - Taxes
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-54306
- External ID: WRX345725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Navigating IRS Collections: Overview of Form 433 & OIC
- Online
- Event Code: HIMHOIC2-56289
- External ID: WRX345625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-59815
- External ID: WRX345925
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like Big Data and Information Overload, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Raising Financially Capable Children
- Online
- Event Code: RFC2-2026-01-WEBNR-43-01
- Fields of Study: CPE - Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
- Online
- Event Code: RMDM-2026-01-WEBNR-43-01
- Fields of Study: CPE - 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
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-56875
- External ID: WRX346025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-55624
- External ID: WRX346125
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity’s performance, predicting future financial health, ... More Info
Rebroadcast
Data Security: Best Practices to Protect Your Business and Yourself
- Online
- Event Code: DTS1-2026-01-WEBNR-43-01
- Fields of Study: CPE - Information Technology
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-61057
- External ID: WRX515325
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: GLRGDEI2-52383
- External ID: WRX346225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI ... More Info
Rebroadcast
2025 Not-for-Profit GAAP Update
- Online
- Event Code: GA25NFP2-55025
- External ID: WRX346325
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Cryptocurrency 15 Years Later – A Market Update
- Online
- Event Code: HAJHCYL1-56000
- External ID: WRX515525
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Specialized Knowledge
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. This event ... More Info
Rebroadcast
2025 Annual Update for Accountants & Auditors
- Online
- Event Code: GA25AUA8-54860
- External ID: WRX346625
- CPE Credits: 8
- Legacy Level: Update
- Yellowbook
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We’ll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB’s Invitation to Comment: Agenda Consultation. We’ll also review year ... More Info
Rebroadcast
Create Measures in Power BI that Define Your Metrics
- Online
- Event Code: DPBSPDM4-53286
- External ID: WRX346825
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of your data with our specialized course, Create Measures in Power BI that Define Your Metrics. Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-55952
- External ID: WRX346725
- 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
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-54810
- External ID: WRX346525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-44-01
- 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
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: GLRGSMC2-57795
- External ID: WRX346925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle’s virtue ethics and its application to the responsibility and privilege of ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2025)
- Online
- Event Code: GA25WCA4-59577
- External ID: WRX347025
- CPE Credits: 4
- Legacy Level: Update
- Yellowbook
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement ... More Info