Event Search
Rebroadcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: C230-2026-01-WEBNR-303-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is ... More Info
Rebroadcast
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: PTB4-2026-01-WEBNR-303-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: SEC2-2026-01-WEBNR-303-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs ... More Info
Rebroadcast
Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
- Online
- Event Code: WHLR-2026-01-WEBNR-303-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to ... More Info
Rebroadcast
The Risks and Benefits of ChatGPT and Artificial Intelligence
- Online
- Event Code: CHT2-2026-01-WEBNR-303-01
- CPE Credits: 2
- Fields of Study: CPE - 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
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-70954
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70654
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
The term \ (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because ... More Info
Rebroadcast
Tax Implications of Retirement Plan Distributions
- Online
- Event Code: FTSDTIR1-66429
- 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
Microsoft Outlook Email Tips
- Online
- Event Code: HAJHMOT2-64020
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69829
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Individual Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTITURD2-72167
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting individual 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
Yellow Book Ethics
- Online
- Event Code: ESJLYBE2-66142
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Yellowbook
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63312
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66630
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-67017
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
What If Your Client Didn't Take Reasonable Compensation
- Online
- Event Code: RCPHCDT1-64902
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: \ Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us ... More Info
Rebroadcast
LEARNING PATH: AI-Powered Accounting
- Online
- Event Code: SUAPAF10-70281
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Accounting, CPE - Computer Software & Applications, CPE - Information Technology
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Audit and Risk Fundamentals
- Online
- Event Code: SUARFU10-69774
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Auditing
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Auditing Key Financial Statement Areas
- Online
- Event Code: SUAKFS10-70265
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Auditing
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Combatting Fraud
- Online
- Event Code: SUCFMP10-69765
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE, CPE - Accounting, CPE - Auditing, CPE - Specialized Knowledge
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Compliance in a Box
- Online
- Event Code: SUCBOX20-70231
- CPE Credits: 20
- Legacy Level: Overview
- Fields of Study: CPE - Accounting, CPE - Auditing, CPE - Regulatory Ethics, CPE - Taxes
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 20 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: CPA to CFO Leadership
- Online
- Event Code: SUCFOL10-70221
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE - Accounting, CPE - Finance
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Ethics and Professional Responsibility
- Online
- Event Code: SUEAPR10-70259
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE - Behavioral Ethics, CPE - Regulatory Ethics
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Financial Strategy and Analysis
- Online
- Event Code: SUFINA10-70999
- CPE Credits: 10
- Legacy Level: Overview
- Fields of Study: CPE - Accounting, CPE - Finance, CPE - Specialized Knowledge
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.
Rebroadcast
LEARNING PATH: Government and NFP Specialist
- Online
- Event Code: SUGNFP10-70245
- CPE Credits: 10
- Legacy Level: Overview
REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.