Event Search
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71350
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report \ provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert ... More Info
Rebroadcast
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
- Online
- Event Code: CYR2-2026-01-WEBNR-355-01
- CPE Credits: 2
- Fields of Study: CPE - Information Technology
This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.
Rebroadcast
Ethics for the Industry Accountant
- Online
- Event Code: ETI4-2026-01-WEBNR-355-01
- CPE Credits: 4
- Fields of Study: CPE - Regulatory Ethics
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ... More Info
Rebroadcast
Introduction to Charitable Gifting for Individual Taxpayers
- Online
- Event Code: CGI2-2026-01-WEBNR-355-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that ... More Info
Rebroadcast
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- Online
- Event Code: SCB2-2026-01-WEBNR-355-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: SEC2-2026-01-WEBNR-355-01
- 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
Best Practices in Not-for-Profit Accounting and Reporting
- Online
- Event Code: BPN4-2026-01-WEBNR-355-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting (Governmental)
Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial ... More Info
Rebroadcast
Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: GPT4-2026-01-WEBNR-355-01
- 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
Preparation and Compilation Engagements Under the SSARS
- Online
- Event Code: PCE4-2026-01-WEBNR-355-01
- CPE Credits: 4
- Fields of Study: CPE - Auditing
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of ... More Info
Rebroadcast
Financial Planning: Getting Money to Small Business Owners
- Online
- Event Code: LFP2-2026-01-WEBNR-355-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from their company is a common issue faced by many advisors. However, it is ... More Info
Rebroadcast
OBBBA Rules Relating to Research and Experimental Expenditures
- Online
- Event Code: REE2-2026-01-WEBNR-355-01
- 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
Reasonable Suspicion
- Online
- Event Code: REAS-2026-01-WEBNR-355-01
- CPE Credits: 1
- Fields of Study: CPE - Personnel/Human Resources
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to ... More Info
Live Webcast
WLS04326: Multistate Tax Update (MSTU)
- Online
- Event Code: WLS04326
- External ID: WLS04326
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
Each year, states work quickly and furiously to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69843
- 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
How to Build a Custom AI Chatbot and GPT in Plain English
- Online
- Event Code: GWHBCAI2-67122
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude ... More Info
Rebroadcast
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64620
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - 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
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63106
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering ... More Info
Rebroadcast
You Don’t Know What You Don’t Know About Microsoft Excel
- Online
- Event Code: TAKEDKM8-63747
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69571
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - 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 \ become \ ... More Info
Rebroadcast
Ethics: Court Orders, Confidentiality, and Compliance
- Online
- Event Code: HIMHECO2-67680
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley ... More Info
Rebroadcast
Financial Planning: Auto & Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70183
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-64238
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - 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
Securing Your Data with a Password Management App – Updated
- Online
- Event Code: HAJHSDU2-68299
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login ... More Info
Rebroadcast
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71634
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to \ as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66277
- 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. This event may ... More Info