Rebroadcast
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2026-01-WEBNR-50-01
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-59377
- External ID: WRX359325
- CPE Credits: 4
- Legacy Level: Basic
This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: CXLRRTT1-60832
- External ID: WRX517625
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-59753
- External ID: WRX359525
- CPE Credits: 4
- Legacy Level: Overview
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: NFF4-2026-01-WEBNR-50-01
- 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
Leadershift Ethics: Things Must Change!
- Online
- Event Code: TDTDTMC2-57158
- External ID: WRX359425
- 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
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: PEDPCRE4-56822
- External ID: WRX359725
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: AMAMDCA2-53042
- External ID: WRX359625
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
2025 Yellow Book Update
- Online
- Event Code: GA25YBU2-55096
- External ID: WRX359825
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We’ll also review the recent changes to quality management in Yellow Book. We’ll close with a reminder of common deficiencies found in Yellow ... More Info
Rebroadcast
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-51670
- External ID: WRX359925
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Create Paginated Reports with Power BI Report Builder
- Online
- Event Code: DPBSCPR2-53793
- External ID: WRX360025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Elevate your data reporting skills to new heights with our cutting-edge course, Create Paginated Reports with Power BI Report Builder. This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who ... More Info
Rebroadcast
ChatGPT Vision: How Accountants can Chat with Imagery
- Online
- Event Code: GWCGVAC2-55609
- External ID: WRX517725
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
Ethics Based Leadership for Women
- Online
- Event Code: GLRGEBW2-58506
- External ID: WRX360125
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Glantz and Associates is pleased to offer Ethics Based Leadership for Women, a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based ... More Info
Rebroadcast
Bumper Sticker Ethics v. Professional Ethics
- Online
- Event Code: MIASEPE1-56468
- External ID: WRX360325
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these bumper sticker sayings provide helpful ethical guidelines. For accountants, however, ethics — and especially, professional ethics — can quickly turn into ... More Info
Rebroadcast
Integrity, Objectivity and Judgment: Values in Action
- Online
- Event Code: AMAMIOJ1-57494
- External ID: WRX360625
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of ... More Info
Rebroadcast
Management Fundamentals
- Online
- Event Code: MAFU-2026-01-WEBNR-51-01
- Fields of Study: CPE - Personnel/Human Resources
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company’s first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: PEDPSBM4-56830
- External ID: WRX360425
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Walter Haig’s GAAP for SMEs, Tax & Cash Frameworks Update
- Online
- Event Code: WHGATCF8-52577
- External ID: WRX360725
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a ... More Info
Rebroadcast
WRX360525: Yellow Book Ethics
- Online
- Event Code: ESJLYBE2-54406
- External ID: WRX360525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Yellowbook
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business ... More Info
Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: GWGWGPT2-58554
- External ID: WRX360825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-57232
- External ID: WRX360925
- 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
Ethics for Tax Professionals
- Online
- Event Code: EFTP-2026-01-WEBNR-51-01
- Fields of Study: CPE - Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-59805
- External ID: WRX361125
- 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
Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2026-01-WEBNR-51-01
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
The Ethic of Teamwork
- Online
- Event Code: GLRGTET2-55405
- External ID: WRX361025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
No one cares how much you know until they know how much you care. To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn’t get better than that! ... More Info