Rebroadcast
CPA to CFO
- Online
- Event Code: WRX54325
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax ... More Info
Rebroadcast
Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041
- Online
- Event Code: WRS20225
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Taxes
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, “distributable ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: WRX54525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
AI FAQs for Accountants
- Online
- Event Code: WRX54725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications ... More Info
Rebroadcast
Complete Guide to Analyze Data with Excel PivotTables
- Online
- Event Code: WRX54625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding ... More Info
Rebroadcast
Going Out on Your Own: Entity Types and Accounting Methods
- Online
- Event Code: WRS20725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Taxes
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you…. ... More Info
Rebroadcast
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
- Online
- Event Code: WRS20825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial ... More Info
Rebroadcast
Raising Financially Capable Children
- Online
- Event Code: WRS20425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Specialized Knowledge
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients’ first ... More Info
Rebroadcast
Reasonable Suspicion
- Online
- Event Code: WRS20625
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to ... More Info
Rebroadcast
Schedules K-2 and K-3: Preparation of Forms
- Online
- Event Code: WRS20525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms ... More Info
Rebroadcast
Unpacking OBBA for Business Taxpayers
- Online
- Event Code: WRX54825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
The One Big Beautiful Bill is now the One Big Beautiful Act (Signed into law on July 4, 2025)! This program provides a summary of the major business provisions of the OBBA of 2025 (H.R. 1), focusing on provisions that have been extended and/or made permanent without changes and those ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: WRX54925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: WRX55025
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Personal Development
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren’t born. World-class listeners deliberately practice this skill, ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX55125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This course provides tools and insights into financial statement analysis – both quantitative and qualitative. We’ll look not only at the three main financial statements but also dive into the MD&A and footnotes. We’ll also discuss the affect of industry nuances on comparability of different analysis tools. This event may ... More Info
Rebroadcast
What’s Going on at the FASB (2025)
- Online
- Event Code: WRX55225
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Accounting
Although the pace of FASB’s standard-setting has slowed, the changes that have been issued can significantly impact organizations across sectors. This course begins with an overview of the standards effective in 2025 for public, private, and nonprofit organizations. We’ll then explore what’s coming down the pike. Equip yourself with the ... More Info
Rebroadcast
Integrity, Objectivity and Judgment: Values in Action
- Online
- Event Code: WRX55325
- 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
Attend In-Person, Engagement
Sip & Socialize
- Guidon Brewery
- Event Code: YP000125
Join in for a Sip & Socialize Happy Hour at Guidon Brewery in Hendersonville hosted by NCACPA’s Young Professionals Cabinet (this is a non-CPE event) and open to all career levels! This is a perfect blend of networking, socializing, and unwinding after work. Whether you’re looking to connect with industry ... More Info
Rebroadcast
Excel® Charting & Visualizations
- Online
- Event Code: WR001025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
This course is one of a four-part series on AI technology for CPAs. We recommend you attend all five Required Knowledge: None Advanced Preparation: None Who Should Attend: CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel®
Rebroadcast
2024 PCAOB and SEC Update
- Online
- Event Code: WRX55625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Accounting, Auditing
It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
2025 Accounting & Auditing Update for Small Businesses
- Online
- Event Code: WRX55525
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting, Auditing
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact ... More Info
Rebroadcast
Predicting Future Financial Issues Facing the Financial Executive
- Online
- Event Code: WRS20925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you ... More Info
Rebroadcast
Understanding and Testing Control and Compliance in a Single Audit
- Online
- Event Code: WRS21225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it’s difficult to tell where the auditor’s responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control ... More Info
Rebroadcast
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- Online
- Event Code: WRS21325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
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 ... More Info
Rebroadcast
Casualty Losses: Disaster Relief Act of 2024
- Online
- Event Code: WRX55725
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024! Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through ... More Info
Rebroadcast
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: WRX55825
- 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