Event Search
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-68870
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
Tax Season and OBBBA Update for Individual with Steve Dilley
- Online
- Event Code: FTOTSUI4-74102
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-65318
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67250
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67250
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67250
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67250
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
Architecture of Persuasion: Ethos, Logos, and Pathos
- Online
- Event Code: CXVCAPE1-73579
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze ... More Info
Rebroadcast
Lessons Learned From Successful Companies
- Online
- Event Code: LLSC-2027-01-WEBNR-96-01
- CPE Credits: 2
- Fields of Study: CPE - Business Management & Organization
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. ... More Info
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66657
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
Claude Cowork in Practice: Advanced Workflow for Accountants
- Online
- Event Code: GWCCAWA2-75085
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized ... More Info
Rebroadcast
Ethics, AI, and Music: What Every CPA Must Know
- Online
- Event Code: EGBWEAM1-71854
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people’s work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, ... More Info
Rebroadcast
Hot Topics Audit & Attest Update – 2026
- Online
- Event Code: ES27HTA2-72031
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams
- Online
- Event Code: RULS-2027-01-WEBNR-96-01
- CPE Credits: 2
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental ... More Info
Rebroadcast
Tax Update for Retirement Planners and Investment Advisors
- Online
- Event Code: PRU2-2027-01-WEBNR-96-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know ... More Info
Rebroadcast
The Americans with Disabilities Act and the Family and Medical Leave Act
- Online
- Event Code: ADAF-2027-01-WEBNR-96-01
- CPE Credits: 2
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure “equality ... More Info
Rebroadcast
Yellow Book Independence and Single Audit Fundamentals
- Online
- Event Code: PAABYBI4-70722
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related ... More Info
Rebroadcast
Current Nonprofit Fraud Trends
- Online
- Event Code: ESJLCNF4-64102
- 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
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66719
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69989
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
Rebroadcast
Hot Topics Accounting Update – 2026
- Online
- Event Code: ES27HTU2-71970
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
- Online
- Event Code: EST2-2027-01-WEBNR-96-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and ... More Info
Rebroadcast
Surgent’s Tax Policy Hour With Ken Kies
- Online
- Event Code: TPHK-2027-01-WEBNR-96-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63649
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-65945
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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