Rebroadcast
Ethics at Work: Diversity, Equity and Inclusion
- Online
- Event Code: WRX56025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI ... More Info
Rebroadcast
Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: WRS21525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
- Online
- Event Code: WRS21425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: WRX56125
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: WRX56325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO’s issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: WRX56225
- 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
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: WRX56425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: WRX56525
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
Business Tax Update: Recent Developments
- Online
- Event Code: WRX56725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of the latest 2024/25 tax developments impacting business 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
Exploring Business Valuation Fundamentals
- Online
- Event Code: WRS21625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Specialized Knowledge
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up ... More Info
Rebroadcast
How to Start a CFO Service
- Online
- Event Code: WRX56925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Live Webcast
Quarterly Practice & Regulatory Update for Financial Advisors – Q3 2025
- Online
- Event Code: WL001225
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
In partnership with Peters Professional Education, this program will be held on the Peters Professional Education learning platform. You will receive an access link prior to the event. The regulatory world is complex for financial advisors. Not only are you subject to SEC and FINRA regulations but also ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: WRX56825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
Ethics: How to Run Your Business Well
- Online
- Event Code: WRX57125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you’ll discover ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: WRX57025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Real Estate Taxation: Critical Considerations
- Online
- Event Code: WRS21725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course is a ‘deep dive’ into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the ... More Info
Rebroadcast
AI for CPAs – How it Works and How to Apply it
- Online
- Event Code: WRX57325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Information Technology
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WRS21825
- CPE Credits: 1
- Legacy Level:Update
- Fields of Study: Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour: WRS21925
- Online
- Event Code: WRS21925
- CPE Credits: 1
- Legacy Level:Update
- Fields of Study: Taxes
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: WRX57225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Working Remotely: Best Practices, Challenges, and Opportunities
- Online
- Event Code: WRS22025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. ... More Info
Rebroadcast
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: WRX57425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Business Management & Organization, Personnel/Human Resources
Today’s savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for ... More Info
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: WRX57525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
Accounting and Disclosure Issues After a Natural Disaster
- Online
- Event Code: WRX57625
- 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
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX57725
- 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