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
Rebroadcast
Technology Trends Update for CPAs with John Higgins
- Online
- Event Code: WRX251925
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Information Technology
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: WRX252025
- 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
Ethics for Tax Professionals
- Online
- Event Code: WRS113125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Live Webcast
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q4 2025
- Online
- Event Code: WL007525
- 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. Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows ... More Info
Rebroadcast
Partnership Tax Updates (2025)
- Online
- Event Code: WRX252125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. This event may be a rebroadcast of a live ... More Info
Live Webcast
Taxation of Partnership Distributions & Sales of Partnership Interests
- Online
- Event Code: WLS03725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
- Enrolled Agent
This program focuses on two parts of Subchapter K, partnership distributions, and sales of partnership interests—topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: WRX496525
- 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
Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: WRS179025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: WRS113325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
ChatGPT for Accountants: 50+ Use Cases
- Online
- Event Code: WRX252325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Information Technology
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: WRX252225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: WRS113225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Rebroadcast
IRS Tax Examinations and Hot Issues
- Online
- Event Code: WRS113525
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: WRS113425
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: WRX252425
- 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
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
- Online
- Event Code: WRX252525
- 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
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
- Online
- Event Code: WRS113825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money ... More Info
Rebroadcast
Retaining Top Talent: Strategies for CPA Firms
- Online
- Event Code: WRX496625
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn ... More Info
Rebroadcast
Taking Advantage of Like-Kind Exchanges
- Online
- Event Code: WRS113725
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won’t be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable ... More Info
Rebroadcast
Mastering Microsoft 365 Copilot for CPAs
- Online
- Event Code: WRX252725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. This event may be a rebroadcast of a live ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: WRX252825
- 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
Mastering IRS Form 7217: Partnership Property Distributions
- Online
- Event Code: WRX252925
- CPE Credits: 1
- Legacy Level:Intermediate
- Fields of Study: Taxes
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner’s interest, Section ... More Info
Rebroadcast
Ethics & Technology
- Online
- Event Code: WR001525
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
With the explosion of technology over the past 30 years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, ... More Info