Rebroadcast
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: WRX58225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and ... More Info
Rebroadcast
Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
- Online
- Event Code: WRS22525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We’ll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You’ll learn what to look for in state statutes and ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: WRX58325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
The Risks and Benefits of ChatGPT and Artificial Intelligence
- Online
- Event Code: WRS22625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: WRX58425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a ... More Info
Rebroadcast
The Ethics of Care in the Workplace
- Online
- Event Code: WRX58525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX58625
- 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
AI Privacy, Security, and Compliance Masterclass
- Online
- Event Code: WRX58725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
In today’s rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate ... More Info
Rebroadcast
Technology Trends Update for CPAs with John Higgins
- Online
- Event Code: WRX58825
- 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
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: WRX58925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting, Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
- Online
- Event Code: WRX59125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
In an era when sharing a photo of lunch can be considered an update, the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don’ts ... More Info
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: WRX59225
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: WRX59025
- 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: WRX59325
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does helping my child ... More Info
Rebroadcast
Exploring the New Lease Accounting Standard
- Online
- Event Code: WRX59525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
It’s a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
- Online
- Event Code: WRS22725
- 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
Guide to Partner Capital Account Reporting
- Online
- Event Code: WRS22825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these ... More Info
Rebroadcast
Tech It to the Next Level: Slim Your Team for Max Efficiency
- Online
- Event Code: WRX59425
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving ... More Info
Rebroadcast
Unlock the Power of AI with Copilot in Excel
- Online
- Event Code: WRX59625
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Computer Software & Applications
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the ... More Info
Rebroadcast
Grading Your Auditors – Are You Getting the Most Value?
- Online
- Event Code: WRX59825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Auditing
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, ... More Info
Rebroadcast
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- Online
- Event Code: WRX59725
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Finance
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: WRX59925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
PPP Fraud and Financial Professionals
- Online
- Event Code: WRX60025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey’s company employed more than 100 people and generated more than $20 million in annual ... More Info
Rebroadcast
Ethics and Civility in the Workplace
- Online
- Event Code: WRX60125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at ... More Info
Rebroadcast
AI Lessons Learned for Accountants
- Online
- Event Code: WRX60225
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Information Technology
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain ... More Info