Rebroadcast
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: PSR2-2026-01-WEBNR-117-01
- External ID: WRS229425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-53667
- External ID: WRX471425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Unlock the full potential of data analytics with our specialized course, Leverage PowerBI.com to Create Data Analysis for Others. This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst, business intelligence professional, or someone keen on mastering ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-53171
- External ID: WRX471525
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Building a Better Budget in a Time of Uncertainty
- Online
- Event Code: PEDPBTU4-59548
- External ID: WRX471725
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: HAJHSFU2-56114
- External ID: WRX471625
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: CPALCFO1-53461
- External ID: WRX471825
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Managing People Through Motivation
- Online
- Event Code: MAMO-2026-01-WEBNR-117-01
- External ID: WRS229625
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Personnel/Human Resources
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You’ll learn how to use ... More Info
Rebroadcast
The CFO Who Went to Prison
- Online
- Event Code: CMJPCWW2-53425
- External ID: WRX471925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua’s ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-58892
- External ID: WRX472025
- 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
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-61019
- External ID: WRX541225
- 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
Home Office Rules
- Online
- Event Code: HOF2-2026-01-WEBNR-117-01
- External ID: WRS229925
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on ... More Info
Rebroadcast
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: TDDREPM4-57308
- External ID: WRX472125
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results ... More Info
Rebroadcast
More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WIC2-2026-01-WEBNR-117-01
- External ID: WRS229825
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Tax Reporting for Executive Compensation
- Online
- Event Code: EXC2-2026-01-WEBNR-117-01
- External ID: WRS229725
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment ... More Info
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-57988
- External ID: WRX472225
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some ... More Info
Rebroadcast
The Ethic of Recruitment and Selection
- Online
- Event Code: GLRGERS2-55248
- External ID: WRX472325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-55436
- External ID: WRX472425
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-54075
- External ID: WRX472525
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a ... More Info
Rebroadcast
Casualty Losses: Disaster Relief Act of 2024
- Online
- Event Code: FTSDCLD1-54572
- External ID: WRX472625
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-57141
- External ID: WRX472925
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-54335
- External ID: WRX472825
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
Walter Haig’s GAAP for SMEs, Tax & Cash Frameworks Update
- Online
- Event Code: WHGATCF8-52581
- External ID: WRX472725
- 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
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
- Online
- Event Code: PAHTRAU2-56907
- External ID: WRX473025
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor’s risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, ... More Info
Rebroadcast
Supervision/Management Competencies: An Ethical Approach
- Online
- Event Code: GLRGSMC2-58572
- External ID: WRX473125
- 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
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: DPBSUPA2-61507
- External ID: WRX541425
- 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