Live Webcast
Navigating the AI Frontier Series—Mastering Microsoft® Copilot for CPAs
- Online
- Event Code: WL007025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Discover how Microsoft 365® Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of ... More Info
Live Webcast
Understanding Partnership Taxation—PTE Elections, 754 Elections, & Selling a Partnership Interest
- Online
- Event Code: WLS02925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 ... More Info
Live Webcast
Understanding S-Corporation Taxation—Late S-Corporation Elections, Disproportionate Distributions, & Selling Shares
- Online
- Event Code: WLS03025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
S-corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S-corporation election. Learning how to ... More Info
Live Webcast
Social Security and Medicare—Planning for You & Your Clients
- Online
- Event Code: WLS03125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning ... More Info
Rebroadcast
NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
- Online
- Event Code: WE002625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and ... More Info
Rebroadcast
Technology Update
- Online
- Event Code: WR003225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11® affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to ... More Info
Live Webcast
Focus on the Profession—Winter
- Online
- Event Code: WL008125
- CPE Credits: 1.5
- Legacy Level:Overview
- Fields of Study: Accounting
NCACPA brings participants an interactive and informative session on the latest and most major issues affecting the profession and the business climate on state, national, and global levels. NCACPA will share insights on * Activities of standard-setters and regulators in US Congress and the NC General Assembly * International trends ... More Info
Seminar
Individual Tax Update
- Sheraton Imperial Hotel Raleigh-Durham Airport at Research Triangle Park
- Event Code: F0000225
- CPE Credits: 8
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. The materials include a review of individual income taxation including * The Child Tax ... More Info
Live Webcast
Individual Tax Update (Virtual)
- Online
- Event Code: WF000225
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. The materials include a review of individual income taxation including * The Child Tax ... More Info
Rebroadcast
Retaining Talent—Exploring Employee Compensation Plans
- Online
- Event Code: WR002925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
Even in the age of automation, the most valuable resource any company has is its employees. Finding the right person who fits the skills needed for the job and the personality of the organization is a challenge, especially in a competitive market. Using examples and illustrative problems, this course will ... More Info
Seminar
Corporate Tax Update
- Sheraton Imperial Hotel Raleigh-Durham Airport at Research Triangle Park
- Event Code: F0000325
- CPE Credits: 8
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas affecting individual, corporate, and business income taxation. Using a combination of humor and examples, we will emphasize all major new tax legislation as well as other significant tax developments that affect 2025 tax-return preparation and 2025 income ... More Info
Live Webcast
Corporate Tax Update (Virtual)
- Online
- Event Code: WF000325
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas affecting individual, corporate, and business income taxation. Using a combination of humor and examples, we will emphasize all major new tax legislation as well as other significant tax developments that affect 2025 tax-return preparation and 2025 income ... More Info
Live Webcast
The CFO Series—Corporate Performance Management
- Online
- Event Code: WL007125
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting
This CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs, and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an expert leading discussions about four different topics. The CFO Series features high-quality ... More Info
Live Webcast
Select Estate & Life-Planning Issues for the Middle-Income Client
- Online
- Event Code: WLS03325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info
Live Webcast
Microsoft 365® Power Series—Mastering Microsoft® Copilot AI for CPAs
- Online
- Event Code: WL007225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link prior to the event. Discover how Microsoft 365® Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of ... More Info
Rebroadcast
Building a Better Team—Being a Better Teammate (Short)
- Online
- Event Code: WR000725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Personal Development
While accountants deal with many complicated code sections and analytical issues, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for ... More Info
Live Webcast
Mastering Basis Issues for S-Corporations, Partnerships, & LLCs
- Online
- Event Code: WLS03225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules. Required ... More Info
Live Webcast
Federal Tax Update (Virtual)
- Online
- Event Code: WF000425
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2025 individual income tax planning and return preparation. The major topics covered in this seminar include * A review of the latest ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (100 min.)
- Online
- Event Code: WE002725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Conference
TechFest Winter (Virtual)
- Your Computer
- Event Code: WCNTFW25
- CPE Credits: 16
- Fields of Study: Various
Technology has quickly become one of the most important aspects of improving bottom lines. Participants will learn about existing and future technologies that will not only improve personal and professional productivity, but help them utilize the latest trends in hardware and software to make informed decisions that benefit clients. Highlights: ... More Info
Live Webcast
Microsoft 365® Deep Dive—Save More Time, Make More Money
- Online
- Event Code: WL007425
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Computer Software & Applications
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365® deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don’t ... More Info
Live Webcast
This Year’s Best Income Tax, Estate Tax, & Financial-Planning Ideas
- Online
- Event Code: WLS03425
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their ... More Info
Live Webcast
Top 10 Tax Topics This Year
- Online
- Event Code: WLS03525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform. Required Knowledge: One ... More Info
Rebroadcast
2025 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE002825
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Live Webcast
Getting Ready for Busy Season—Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WLS03625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
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 major legislation enacted over the past few years, the present course will constitute a one-stop “shop” that brings you ... More Info