Rebroadcast
ChatGPT and Advanced Accounting Research
- Online
- Event Code: WRX250625
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: WRX250725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Live Webcast
Getting Ready for Busy Season—Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WLS03625
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment, the present course will constitute a one-stop “shop” that brings you the essential individual tax information. In ... More Info
Live Webcast
The CFO Series—Leading & Reporting
- Online
- Event Code: WL007625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Accounting, Business Management & Organization
Each topic and each day stand on their own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Required Knowledge: None Advanced Preparation: None Who Should Attend: * This seminar is ideal for financial ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: WRX251025
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Accounting
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
ChatGPT Vision: How Accountants can Chat with Imagery
- Online
- Event Code: WRX250925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course offers an in-depth exploration of the vision capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging ... More Info
Rebroadcast
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: WRS112325
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
Critical Issues Involving Taxation of Construction Contractors
- Online
- Event Code: WRS112825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. This industry is subject to many elections and considerations to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We ... More Info
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: WRX250825
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This ... More Info
Rebroadcast
Government and Nonprofit Frauds and Controls to Stop Them
- Online
- Event Code: WRS112725
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Auditing (Governmental)
George Washington once wrote, “We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience.” The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In ... More Info
Rebroadcast
Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: WRS112625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade ... More Info
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: WRS112425
- CPE Credits: 16
- Legacy Level:Intermediate
- Fields of Study: Taxes
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: WRS112525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts ... More Info
Rebroadcast
CPA to CFO
- Online
- Event Code: WRX251225
- 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
The Ethic of Recruitment and Selection
- Online
- Event Code: WRX251125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info
Rebroadcast
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
- Online
- Event Code: WRS112925
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: WRX251325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners tax basis capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Purchase and Sale of a Residence: Critical Tax Issues
- Online
- Event Code: WRS113025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: WRX251425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: WRX496325
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Selected Ethics Topics – 2024 – 2025
- Online
- Event Code: WRX251625
- 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
Tax Season Update for Business with Steve Dilley
- Online
- Event Code: WRX251525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
AI Revolution: The Big Picture for CPAs
- Online
- Event Code: WRX251725
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Specialized Knowledge
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: WRX251825
- 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
Building an Ethical Culture
- Online
- Event Code: WR000925
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
There can be no doubt that one of the cornerstones of any profession is ethics. As business professionals, we talk about ethics constantly—yet incorporating ethics into our practices and everyday lives is often a difficult challenge. Using academic research, reflection exercises, and review questions, this course will attempt to give ... More Info