Event Search
Rebroadcast
Elder Fraud
- Online
- Event Code: EFR2-2026-01-WEBNR-344-01
- CPE Credits: 2
- 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
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: EGBWCQH2-65646
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business?nnIn this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are:nn1. Honestyn2. Accountabilityn3. Caren4. ... More Info
Rebroadcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: ERTW-2026-01-WEBNR-344-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; ... More Info
Rebroadcast
IRC 1031 in the Real World: Practical Issues and Compliance
- Online
- Event Code: BEVBIRC2-73620
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides a technical overview of IRC 1031 like-kind exchanges, focusing on the application of current law and regulations following the Tax Cuts and Jobs Act. Presented by a former IRS subject matter expert, the course is designed for practitioners who advise on, prepare, or review transactions involving real ... More Info
Rebroadcast
Multi Year Failure to File: Getting into Compliance
- Online
- Event Code: NCRNMYF8-69733
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to ... More Info
Rebroadcast
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: DTS2-2026-01-WEBNR-344-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for ... More Info
Rebroadcast
Schedules K-2 and K-3: Filing Requirements
- Online
- Event Code: KFR2-2026-01-WEBNR-344-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to ... More Info
Rebroadcast
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: S754-2026-01-WEBNR-344-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
The CMA’s Guide to Project Management
- Online
- Event Code: GTPM-2026-01-WEBNR-344-01
- CPE Credits: 2
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and ... More Info
Rebroadcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: TAC2-2026-01-WEBNR-344-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This program provides a practical overview of Trump Accounts, a new and evolving type of IRA for eligible children, created under OBBBA. It incorporates updates from official guidance and takes a comprehensive look at account establishment, contribution rules, and tax treatment. It explains the distinction between the account under IRC ... More Info
Rebroadcast
What’s Changing in A&A for Governmental Entities (2026/27)
- Online
- Event Code: GA26WCA4-72526
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience.nnParticipants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, ... More Info
Rebroadcast
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73023
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
Key Current Financial and Economic Issues Facing the Financial Executive
- Online
- Event Code: KFFE-2026-01-WEBNR-344-01
- CPE Credits: 8
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of ... More Info
Rebroadcast
ChatGPT and Advanced Accounting Research
- Online
- Event Code: GWCGAAR2-64672
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-344-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-73684
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Executive Presence, Personal Brand: Structure Your Narrative
- Online
- Event Code: CXVCSYN1-71773
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Professional credibility is communicated, not assumed.nIn this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography.nParticipants will analyze how credibility is established through ... More Info
Rebroadcast
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: PEDPCRE4-69812
- 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
Engagement and Client Retention Best Practices
- Online
- Event Code: ECR2-2026-01-WEBNR-344-01
- CPE Credits: 2
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting ... More Info
Rebroadcast
Fraud & Embezzlement: Case Studies from the Trenches
- Online
- Event Code: AMAMFEC2-65046
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the ... More Info
Rebroadcast
Strategies for Maximizing Social Security Benefits
- Online
- Event Code: SPMB-2026-01-WEBNR-344-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the ... More Info
Rebroadcast
The Essential Multistate Tax Update
- Online
- Event Code: MST4-2026-01-WEBNR-344-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Many states continue to change their tax laws to adapt to an ever-changing business environment. What is economic presence? What is marketplace nexus? What is the difference between sales tax nexus and income tax nexus? Multistate taxation is more complex and demanding than ever before. In addition to having their ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-73320
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65884
- 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
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68390
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. nnThis event may be a rebroadcast of ... More Info