Event Search
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70089
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through ... More Info
Rebroadcast
International Tax Challenges and Opportunities for U.S. Filers
- Online
- Event Code: ITX3-2026-01-WEBNR-348-01
- CPE Credits: 3
- Fields of Study: CPE - Taxes
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented ... More Info
Virtual Conference
WCNTFW26: TechFest Winter (Virtual)
- Online
- Event Code: WCNTFW26
- External ID: WCNTFW26
- CPE Credits: 16
- Legacy Level: Update
- Fields of Study: CPE, CPE - Accounting, CPE - Auditing, CPE - Business Management & Organization, CPE - Computer Software & Applications, CPE - Information Technology
Technology has quickly become one of the most important aspects of improving bottom lines. Participants will learn about existing and future technologies that will not only improve personal and professional productivity, but help them utilize the latest trends in hardware and software to make informed decisions that benefit clients.
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72564
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Rebroadcast
Audits of 401(k) Plans: New Developments and Critical Issues
- Online
- Event Code: AFPL-2026-01-WEBNR-349-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and ... More Info
Rebroadcast
Critical Skills for CFOs and Controllers: Budgeting and Forecasting Strategies for Today’s World
- Online
- Event Code: CCB2-2026-01-WEBNR-349-01
- CPE Credits: 2
- 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
Financial & Tax Accounting for S Corporations & Partnerships
- Online
- Event Code: FTWFSCP8-66471
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Rebroadcast
Navigating IRS Correspondence: Responding to IRS Letters
- Online
- Event Code: HIMHRIL2-67780
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Operations Level Internal Control
- Online
- Event Code: TAKEOLC4-63489
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Surgent%26apos;s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
- Online
- Event Code: HMBI-2026-01-WEBNR-349-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Rebroadcast
2025-2026 Federal Tax Updates – Business Entities
- Online
- Event Code: AMFTUBE8-71105
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-69017
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72958
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Rebroadcast
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: ESJLAMM8-65827
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Maximizing Health Savings Accounts for Retirement Planning
- Online
- Event Code: MHS2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume ... More Info
Rebroadcast
Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World
- Online
- Event Code: DSA2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This presentation explores modern confidentiality, data security, and AI-related professional obligations in an increasingly hostile and deceptive threat environment. It explains how evolving risks such as AI-generated phishing, account takeovers, deepfakes, and inadvertent data sharing intersect with long-standing ethical duties, emphasizing that competence today includes understanding both the benefits and ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72117
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Auditing
Rebroadcast
Tax Research – Intermediate Concepts
- Online
- Event Code: TRS2-2026-01-WEBNR-349-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-349-01
- 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
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67226
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Information Technology
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65720
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-349-01
- 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
Rebroadcast
The CFO Blueprint: Strategy, Readiness, and Executive Impact
- Online
- Event Code: BLP2-2026-01-WEBNR-349-01
- CPE Credits: 2
This course provides a practical roadmap for aspiring CFOs, especially those serving as controllers, firm partners, or financial leaders in small to mid-sized businesses. It explores the competencies, executive presence, and strategic influence required for CFO success, helping participants position themselves for future advancement.
Rebroadcast
What’s Behind the Data?
- Online
- Event Code: FFKGWBD2-66254
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66546
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes