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WF001426: Don Farmer’s Stock vs. Asset Sales: Tax Impact for Buyers & Sellers
- Online
- Event Code: WF001426
- External ID: WF001426
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course compares the tax consequences of stock and asset transactions from both buyer and seller perspectives. Participants will analyze basis step-ups, depreciation implications, allocation rules, and elections under §§338 and 336(e). Case studies illustrate negotiation considerations and after-tax outcomes. MAJOR TOPICS * Overview of Stock and Asset Transaction Structures ... More Info
Rebroadcast
What%26apos;s Behind the Data?
- Online
- Event Code: FFKGWBD2-66246
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn%26apos;t? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69237
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72948
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71484
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report \ provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert ... More Info
Rebroadcast
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHGGD2-67383
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of ... More Info
Rebroadcast
CFO %26 Controller Critical Skills: Budgeting %26 Forecasting
- Online
- Event Code: PEDPCSC2-73330
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66397
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69931
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-73437
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72544
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.nnThe course also addresses ... More Info
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO %26 DOL
- Online
- Event Code: GAMGIFA4-72852
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies.nnParticipants will review independence requirements issued by the AICPA, Government ... More Info
Rebroadcast
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72907
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental)
- Yellowbook
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-65998
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-296-01
- 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
The Ethics of Care in the Workplace
- Online
- Event Code: GLRGECW2-66706
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
- Online
- Event Code: YBS4-2026-01-WEBNR-296-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing (Governmental)
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements ... More Info
Rebroadcast
Accounting %26 Attestation for ESG
- Online
- Event Code: GAARESG2-72599
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers.nnParticipants will review current ESG-related initiatives ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67242
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71035
- 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
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69898
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Rebroadcast
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-69615
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2026-01-WEBNR-296-01
- CPE Credits: 2
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: EFTP-2026-01-WEBNR-296-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-66690
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook