Community & Connections, Live Webcast
The Implications of Investor Behavior
- Zoom
- Event Code: SN001325
Join NCACPA’s Financial Planning Network and Christian Newton of Dimensional Fund Advisors for The Implications of Investor Behavior on Tuesday, October 28 from 12:00 – 1:00 pm via Zoom (this is a non-CPE event). Christian will cover such topics as our cognitive biases when making investment decisions and review techniques ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: WRX157425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: WRX157525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX157625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: WRX157825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Preparation and Compilation Engagements Under the SSARS
- Online
- Event Code: WRS66125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of ... More Info
Rebroadcast
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: WRS66225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients’ exposure to the self-employment tax and ... More Info
Rebroadcast
What CPAs Should Know About Trust Instruments
- Online
- Event Code: WRS65925
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This is a survey course on the intergenerational transfer of property — focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language ... More Info
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: WRX157725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
We are bombarded with information continually. So how do we determine what is valid and what isn’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
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: WRX157925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: 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
Select Estate and Life Planning Issues for the Middle-Income Client
- Online
- Event Code: WRS66325
- 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
Rebroadcast
Individual Tax Update: Recent Developments
- Online
- Event Code: WRX158125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
SECURE Act 2.0 and Updates (2025)
- Online
- Event Code: WRX158025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX158225
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: WRX158325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
Rebroadcast
An Ethical Approach to Mental Health Issues at Work
- Online
- Event Code: WRX158425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal ... More Info
Rebroadcast
Become a Data Analysis Expert
- Online
- Event Code: WRX158525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In today’s rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in ... More Info
Rebroadcast
I Spy with My Little Eye … an Illegality
- Online
- Event Code: WRX158625
- CPE Credits: 1
- Legacy Level:Overview
- Fields of Study: Regulatory Ethics
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a ... More Info
Live Webcast
What Tax Practitioners Need to Know About Medicare
- Online
- Event Code: WLS00925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients ... More Info
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: WRX158725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
- Yellowbook
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be ... More Info
Rebroadcast
Comprehensive Accounting and Financial Reporting Update
- Online
- Event Code: WRX158825
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
- Online
- Event Code: WRS66525
- 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
Integrity, Objectivity and Judgment: Values in Action
- Online
- Event Code: WRX159025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of ... More Info
Rebroadcast
Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
- Online
- Event Code: WRS66725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Business Law
This program covers three topics: the Department of Labor’s changes in overtime rules, the Federal Trade Commission’s ban on most non-compete agreements, and the Department of Labor’s new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges ... More Info
Rebroadcast
Surgent’s Advanced Individual Income Tax Return Issues
- Online
- Event Code: WRS66425
- CPE Credits: 8
- Legacy Level:Advanced
- Fields of Study: Taxes
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore ... More Info