Event Search
Rebroadcast
Entertainment, Meals %26 Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66318
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.nnThis event may be ... More Info
Rebroadcast
The 10 Must Know Excel Features
- Online
- Event Code: DPBSKEF2-63880
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
WE002826: 2026 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: dea0fdb8e3c8-CR
- External ID: WE002826
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64541
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT%26apos;s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69687
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66415
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66415
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
OBBBA Rules Relating to Research and Experimental Expenditures
- Online
- Event Code: REE2-2026-01-WEBNR-338-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
The One Big Beautiful Bill Act (OBBBA) made very favorable taxpayer changes to Section 174, which determines the tax treatment of research and experimental (R&E) expenses. OBBBA allowed for the immediate deduction of domestic R&E expenses through the introduction of a new Section 174A and provides mechanisms for transitioning from ... More Info
Rebroadcast
2024 Revision to Government Auditing Standards Impact
- Online
- Event Code: DB24GAS4-73542
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Auditing (Governmental)
This course will provide an update of Government Auditing Standards as a result of the GAO%26apos;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
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-65833
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Rebroadcast
Annual Accounting and Auditing Update
- Online
- Event Code: ACAU-2026-01-WEBNR-339-01
- CPE Credits: 8
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board ... More Info
Rebroadcast
Surgent%26apos;s Individual and Financial-Planning Tax Camp
- Online
- Event Code: IFCP-2026-01-WEBNR-339-01
- CPE Credits: 8
- Fields of Study: CPE - 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
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71170
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - 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%26apos;s ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69110
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63520
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66404
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner%26apos;s tax basis for a partnership interest, with an explanation of the use of both and basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.nnnnThis event may be ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65275
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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
Adobe Acrobat Tips for Working with PDF Files
- Online
- Event Code: HAJHAAT2-64325
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67741
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections %26 return inquiries as well ... More Info
Rebroadcast
The Ethic of Self-Esteem For Women
- Online
- Event Code: GLRGESW2-66765
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Rebroadcast
AI Prompt Engineering Masterclass for Accountants
- Online
- Event Code: GWAIPEM2-66955
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Rebroadcast
2026/27 AICPA Regulatory Ethics Update
- Online
- Event Code: GA26ARE2-72201
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Regulatory Ethics
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and significant modernization initiatives.nnIn this interactive ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65121
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;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
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69715
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Live Webcast
WLS03326: This Year’s Top Tax & Financial-Planning Ideas
- Online
- Event Code: WLS03326
- External ID: WLS03326
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
With tax rates for individuals, estates, and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial ... More Info