Rebroadcast
Microsoft Outlook Must Know Email Tips
- Online
- Event Code: WRX237925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: WRX238025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
A&A Conference (Day 2)
- Online
- Event Code: WRX494125
- CPE Credits: 8
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
This two-day conference offers information on today’s critical accounting and auditing topics and gives tools to tackle the challenges of tomorrow. Expert industry leaders provide in-depth strategy updates and technical guidance that address hot topics and current events.
Rebroadcast
A&A Conference (Day 2)
- Online
- Event Code: WRX238425
- CPE Credits: 8
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
This two-day conference offers information on today’s critical accounting and auditing topics and gives tools to tackle the challenges of tomorrow. Expert industry leaders provide in-depth strategy updates and technical guidance that address hot topics and current events.
Rebroadcast
2025 Annual Update for Not-for-Profit Accountants & Auditors
- Online
- Event Code: WRX238225
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Accounting (Governmental), Auditing (Governmental)
- Yellowbook
The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We’ll look at the work of the NAC and the impact they’ve had. We’ll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit ... More Info
Rebroadcast
Applying the Yellow Book to a Financial Statement Audit
- Online
- Event Code: WRS104925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and ... More Info
Rebroadcast
Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
- Online
- Event Code: WRS104525
- CPE Credits: 6
- Legacy Level:Basic
- Fields of Study: Business Law, Taxes
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
Rebroadcast
Ethical Considerations for the CPA
- Online
- Event Code: WRS104825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Ethical Considerations for the CPA
- Online
- Event Code: WRS176225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Ethical Considerations in Working with Cannabis
- Online
- Event Code: WRX238125
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
- Online
- Event Code: WRS104725
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: WRX238325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
- Online
- Event Code: WRS104625
- CPE Credits: 24
- Legacy Level:Intermediate
- Fields of Study: Taxes
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This ... More Info
Rebroadcast
CFO Solutions to IRS Problems
- Online
- Event Code: WRX238525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to ... More Info
Rebroadcast
Elder Fraud
- Online
- Event Code: WRS105125
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: 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: What a CPA in Business & Industry Needs to Know
- Online
- Event Code: WRX238725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
Accountants in business and industry face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the five basic rules of conduct and the related professional ethical principles applicable to accountants in business and industry. This event may be a rebroadcast of a ... More Info
Rebroadcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: WRS105425
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: 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
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: WRS105325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: WRS176325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: WRS176525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: WRS105225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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: WRS105025
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Accounting
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
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX238625
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
- Online
- Event Code: WRS176425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: WRX238825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.