Event Search
Rebroadcast
Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
- Online
- Event Code: 1041-2026-01-WEBNR-307-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: NFF4-2026-01-WEBNR-307-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
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 over the past few years, the present course will constitute a one-stop "shop" that brings you the ... More Info
Rebroadcast
Single Auditing Made Simple
- Online
- Event Code: SAMS-2026-01-WEBNR-307-01
- CPE Credits: 8
Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB guidance converging for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is ... More Info
Rebroadcast
AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: HAAICCP2-67237
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like \ and \ really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. This ... More Info
Rebroadcast
Excel Lookups: Moving Beyond VLOOKUP Limitations
- Online
- Event Code: EXLU-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware ... More Info
Rebroadcast
Hiring and Firing of Employees – What You Can and Cannot Do
- Online
- Event Code: HFEM-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.
Rebroadcast
How to Audit Inventory
- Online
- Event Code: GAMGHAI2-66654
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through ... More Info
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67745
- 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 & return inquiries as well ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-65805
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
Everyday Ethics at Work: Don't be the Next News Story!
- Online
- Event Code: SCJEEEW2-70693
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Behavioral Ethics
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-307-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-307-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Corporate Finance Technology Selection: Practical Frameworks
- Online
- Event Code: CXLRCFT1-71323
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Finance
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and \ marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and ... More Info
Rebroadcast
Excel: Mastering PivotTables
- Online
- Event Code: EXPV-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Computer Software & Applications
PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we’ll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.
Rebroadcast
Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
A challenge for many small business owners is choosing the right retirement plan for their businesses. Many hesitate to adopt a plan because they are intimidated by the governing rules and administrative requirements. SEP IRAs and SIMPLE IRAs can be practical solutions because they are relatively easy to establish, maintain, ... More Info
Rebroadcast
Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: GPT4-2026-01-WEBNR-307-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has ... More Info
Rebroadcast
How to Effectively Represent Clients Under IRS Audit
- Online
- Event Code: RCA2-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program ... More Info
Rebroadcast
Mastering Client Management for Accounting and Finance Professionals
- Online
- Event Code: CLM2-2026-01-WEBNR-307-01
- CPE Credits: 2
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic ... More Info
Rebroadcast
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-307-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make ... More Info
Live Webcast
WLS01226: Surgents’s Individual Tax Planning Ideas (ITP4)
- Online
- Event Code: WLS01226
- External ID: WLS01226
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It ... More Info
Rebroadcast
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-64677
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-66015
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: NCRNIDC4-70874
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their ... More Info
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: TAKEBMA8-69005
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71675
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info