Event Search
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64450
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI%26apos;s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-66044
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-69423
- CPE Credits: 1
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Select Estate and Life Planning Issues for the Middle-Income Client
- Online
- Event Code: PMI4-2026-01-WEBNR-336-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to ... More Info
Seminar/Workshop
F0000126: Federal Tax Update
- Grandover Resort & Spa, a Wyndham Grand Hotel
- Event Code: F0000126
- External ID: F0000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide. Designed with sole practitioners and small firms in mind, the course will review the provisions taking effect in ... More Info
Live Webcast
WF000126: Federal Tax Update
- Online
- Event Code: WF000126
- External ID: WF000126
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide. Designed with sole practitioners and small firms in mind, the course will review the provisions taking effect in ... More Info
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: NCRNALC4-69165
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
Behavioral Finance Biases
- Online
- Event Code: PEDPBFB1-70090
- 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
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-64664
- 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%26apos;s performance, predicting future financial health, ... More Info
Rebroadcast
Contract Law for Accounting and Finance Professionals
- Online
- Event Code: CLW2-2026-01-WEBNR-337-01
- CPE Credits: 2
- Fields of Study: CPE - Business Law
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract ... More Info
Rebroadcast
Getting Ahead: The Art of Marketing for CPAs
- Online
- Event Code: AMC2-2026-01-WEBNR-337-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out ... More Info
Rebroadcast
Hot Topics Accounting Update – 2026
- Online
- Event Code: ES27HTU2-71969
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP.nnThis event may be a rebroadcast of a live event and the instructor will be available to ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-337-01
- 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
Untying the Knot: Taxes & Divorce
- Online
- Event Code: BTPWUTK8-71302
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66523
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners capital accounts, now required for tax form reporting.nnThis event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63640
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63640
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
2026/27 Annual Update for Accountants %26 Auditors
- Online
- Event Code: GA26AUA4-72327
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement ... More Info
Rebroadcast
An Introduction to Health Savings Accounts
- Online
- Event Code: IHS2-2026-01-WEBNR-337-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Health savings accounts (HSAs) are a growing phenomenon in financing for health care, with more than one-third of Americans with private health insurance covered by an HSA. Although HSAs have been around since 2004, many people still confuse them with other similar health benefit accounts, such as health flexible spending ... More Info
Rebroadcast
Establishing State Residency and Saving Your Clients Money
- Online
- Event Code: DOMR-2026-01-WEBNR-337-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients ... More Info
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: TAKEBMA8-69371
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
- Online
- Event Code: REXE-2026-01-WEBNR-337-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitutes self-employment income and income earned. It covers strategies that can be used to reduce clients%26apos; exposure to the self-employment ... More Info
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: TFBC-2026-01-WEBNR-337-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-337-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-65315
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics