WL000626: Individual Income Tax Basics
The course provides participants with a basic understanding of the NC individual income tax with focus on how to properly prepare the required returns.
WL000526: Microsoft 365® Power Series—Understanding the Role of Microsoft 365 in an Accounting Practice
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. In today’s competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction. This course introduces CPAs to the Microsoft 365® ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn…
WL000426: Smarter Tax Services with Artificial Intelligence (AI) Tools
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of…
WL000326: Ethical AI Practices for CPAs: Ensuring Responsible Use
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity and mitigate the risks associated with using generative AI.
WL000226: Microsoft Copilot Deep Dive Hands-on Bootcamp for CPA’s
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to…
WF000626: Corporate/Business Income Tax Update
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently create reporting challenges. Using practical…
WF000326: Corporate/Business Income Tax Update
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently create reporting challenges. Using practical…
WF000226: Individual Income Tax Update
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you’ll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas practitioners face each year. You’ll…
WE003226: NC Accountancy Law—Ethics, Principles, & Professional Responsibilities
North Carolina’s accountancy rules provide guidance for both new and experienced CPAs in obtaining and maintaining a CPA license, recognizing the responsibilities of the North Carolina State Board of CPA Examiners, and responding to third-party disputes regarding your CPA license. The NC rules also examine the CPA’s professional ethics and conduct requirements. Through actual cases…