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Live Webcast
WF001826: Don Farmer’s IRS Notices Every Tax Pro Should Recognize & How to Respond
- Online
- Event Code: WF001826
- External ID: WF001826
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-65016
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
About the TIGTA: Who Watches the IRS?
- Online
- Event Code: GWTIGTA2-63152
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections ... More Info
Rebroadcast
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: REXE-2027-01-WEBNR-28-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitutes self-employment income and income earned. It covers strategies that can be used to reduce clients’ exposure to the self-employment ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66279
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65460
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65964
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-65964
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Annual FASB Update and Review
- Online
- Event Code: FUR4-2027-01-WEBNR-29-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65752
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
- Online
- Event Code: 1041-2027-01-WEBNR-29-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page ... More Info
Rebroadcast
Financial %26 Tax Accounting for S Corporations %26 Partnerships
- Online
- Event Code: FTWFSCP8-66475
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70424
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved ... More Info
Rebroadcast
Navigating IRS Authorizations: Form 2848 & Form 8821
- Online
- Event Code: HIMHUPA2-67898
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Shortcuts that Excel Users Love
- Online
- Event Code: TAKESEU2-63094
- 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 Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72953
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- Online
- Event Code: CCSM-2027-01-WEBNR-29-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Clients often ask accounting and finance professionals whether they have the %26quot;best%26quot; pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70813
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Everyday Ethics at Work: Don’t be the Next News Story!
- Online
- Event Code: SCJEEEW2-70697
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
LLC%26apos;s %26 S Corporations: a Comparative Analysis
- Online
- Event Code: HIMHLSC8-69204
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71173
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - 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%26apos;s ... More Info
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-66939
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-63153
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.nnThis event ... More Info
Rebroadcast
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-65860
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
- Yellowbook
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64554
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing