Rebroadcast
Advanced Cybersecurity – Beyond the Basics
- Online
- Event Code: WRX249125
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Information Technology, Specialized Knowledge
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Successfully Completing a Gift Tax Return — Form 709
- Online
- Event Code: WRS111625
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Taxes
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for ... More Info
Rebroadcast
Tax Update: H.R. 1 One Big Beautiful Bill & Form 1040
- Online
- Event Code: WRX495825
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Taxes
- CFP
This course provides a focused analysis of the individual and small business provisions in H.R.1, One Big Beautiful Bill. Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation – designed to inform planning strategies and compliance for ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS178825
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS111825
- CPE Credits: 16
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Analyzing Financial Statements
- Online
- Event Code: WRX249225
- 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
A Culture of Regulatory Ethics: A Competitive Advantage
- Online
- Event Code: WRX249425
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, ... More Info
Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: WRX249325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: 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
Corporate Transparency Act Developments
- Online
- Event Code: WRX249525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Advanced Excel: Hidden Secrets and Gems
- Online
- Event Code: WRX249625
- CPE Credits: 2
- Legacy Level:Advanced
- Fields of Study: Computer Software & Applications
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. This event may be a ... More Info
Rebroadcast
Build a Data Model for Analysis in Power BI
- Online
- Event Code: WRX249725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. ... More Info
Rebroadcast
Thriving with Less IRS: Smart Self-Help Strategies for Tax Pros
- Online
- Event Code: WR004125
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
- Enrolled Agent
The IRS continues to face significant staffing reductions, leaving tax professionals and taxpayers to rely increasingly on self-help tools and digital services. This session explores practical ways to navigate IRS resource constraints by leveraging online accounts, secure communication platforms, and other technology-driven solutions. Participants will gain strategies to streamline compliance, ... More Info
Rebroadcast
The Leadership Skills of Tomorrow: Delegate and Listen
- Online
- Event Code: WRX249825
- 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
Current Cybersecurity Risk Management Trends
- Online
- Event Code: WRX250025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
- Yellowbook
One of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a ... More Info
Rebroadcast
Depreciation Rules for Bonus and Section 179 Expensing
- Online
- Event Code: WRS178925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
The Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27, 2017, through December 31, 2022. After December ... More Info
Rebroadcast
Depreciation Rules for Bonus and Section 179 Expensing
- Online
- Event Code: WRS112025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
The Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27, 2017, through December 31, 2022. After December ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: WRX249925
- 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
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX496125
- 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
Coaching Skills for Managers and Supervisors
- Online
- Event Code: WRS112125
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
This one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you’ll learn a five-step approach for ... More Info
Rebroadcast
Ethics: How to Give and Receive Criticism the Right Way
- Online
- Event Code: WRX250125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
How well do you accept criticism? How might it enrich your business – and you – if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It’s even better to welcome criticism. It’s also ... More Info
Rebroadcast
The Most Critical Challenges in Not-for-Profit Accounting Today
- Online
- Event Code: WRS112225
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Accounting (Governmental)
In recent years, not-for-profits have applied critical new standards related to contributions of nonfinancial assets, leases, and more. However, with all the focus on the new stuff, have we forgotten any of the old stuff? FASB ASC 958 has a great deal to say about various accounting and reporting issues ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: WRX250225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: WRX250325
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: WRX250525
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: 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
The Ethic of Self-Esteem For Women
- Online
- Event Code: WRX250425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation ... More Info