WL000726: NC Corporate Income & Franchise Tax Basics
The course provides participants with a basic understanding of the issues and complexities of the NC Corporate Income and Franchise Tax.
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…
WL000126: The AI Revolution in 2026: What CPAs Should Know
AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.
WF001826: Don Farmer’s IRS Notices Every Tax Pro Should Recognize & How to Respond
This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence. MAJOR TOPICS * Overview of IRS Notice and Correspondence Processes *…
WF001726: Don Farmer’s Reasonable Cause Penalty Abatement: What Actually Works
This course focuses on practical strategies for obtaining IRS penalty abatement based on reasonable causes. Participants will review statutory standards, IRS administrative guidance, and real-world success factors. Emphasis is placed on documentation, narrative development, and distinguishing reasonable cause from first-time abatement. MAJOR TOPICS * Overview of IRS Penalties and Abatement Authority * Reasonable Cause Standards…
WF001626: Don Farmer’s Difficult Tax Forms
This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual tax compliance. Participants will examine selected forms that present heightened technical complexity, increased documentation requirements, or significant penalty exposure. Emphasis is placed on reporting mechanics, computational challenges, and common compliance errors. Practical examples illustrate areas…